Ramona Maior, CFP®

Vice President, Relationship Manager

Ramona is deeply committed to serving others and making a positive impact on her community. Her passion for advocating financial literacy and education stems from her belief that empowering individuals from diverse backgrounds with the knowledge and skills to make informed financial decisions can truly transform their lives. 

Ramona has over 15 years of experience in the financial services industry specializing in Wealth Management and Financial Planning. Her designations of CERTIFIED FINANCIAL PLANNER™ Professional as well Series 7, 63, and 65, and the Arizona State Life & Health Insurance license equip her with the knowledge to support Financial Advisors and Wealth Management partners to provide quality advice to members in the communities they serve.  

As an Adjunct Professor at Grand Canyon University, and Communications Leader at the Greater Phoenix Financial Planning Association, Ramona has the privilege of actively promoting financial education.  

Ramona is a United States Navy Veteran, serving during Operation Iraqi Freedom and Operation Enduring Freedom where she earned the Navy and Marine Corps Achievement Medal. 

In her free time, Ramona enjoys spending time with her family and friends and hiking with her Blue Heeler.