Ofrecemos formación, respaldo y oportunidades para que tú y tus cilentes crezcan.
Iván Negrón Ramos, CPA/PFS, JD, MAcc
President/Founder
Negrón Ramos Wealth Management
Iván Negrón is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential awarded by the American Institute of CPAs (AICPA). He graduated with high honors from the University of Puerto Rico, Mayagüez Campus, earning a Bachelor’s degree in Business Administration with a double concentration in Accounting and Finance. He also obtained a Master’s degree in Accounting with a specialization in taxation, graduating with high honors from Bowling Green State University in Ohio. Additionally, he is a graduate of the University of Puerto Rico School of Law.
Iván holds Series 7 and 66 investment licenses, certifying him as an investment advisor and financial planner. He also possesses licenses in life, disability, health, annuities, and variable insurance products.
He is a member of the AICPA and its Financial Planning section, as well as a member of the Financial Planning Committee of the Puerto Rico CPA Society.
Throughout his professional career, Iván has served as a Manager at the international CPA firm Deloitte, Director of Finance and Administration at a public corporation under the Department of Economic Development, university professor, associate at a local CPA firm, and independent practitioner.
Currently, he serves as the President of Negrón Ramos Wealth Management (Negrón-Ramos LLC), a firm specializing in financial planning and investment advisory, registered as a Registered Investment Adviser (RIA) with the Office of the Commissioner of Financial Institutions and FINRA.