Lillian Ramirez Financial
Independent • Fiduciary • Client-First

Profit Based Portfolio Management & Financial Advisory

Gain access to a wide array of advanced day trading tools and investment strategies built to identify high probability market setups and empower you to invest with confidence.

Book an Intro Call Explore Services
Total AUM
$128.4M
+118.2% YTD
Total Copiers
1,514
Avg. tenure: 6.4 yrs
Mission:
Your best interest—always.

Hello, I'm Lillian.

Dear Investors,
Welcome to my website.

I'm a General Securities Representative in the financial services industry, with decade of experience in a reputable U.S. firm. My investment focus primarily centers on large-cap and mega-cap companies, as well as major cryptocurrencies, with a strategic blend of short-term and long-term approaches. Approximately 60% of my portfolio is dedicated to short-term investments, while the remaining 40% is committed to long and mid-term positions.

I maintain a well-diversified portfolio spanning across various industries, and I also prioritize investments in companies known for consistently enhancing their dividend yields year after year. Technical analysis and risk management are integral components of my investment strategies. My objective is to consistently outperform the S&P500 annually, while delivering sustainable results.

  • Asset Management and Financial Planning
  • Cryptocurrencies & Digital Assets
  • Comprehensive Wealth Management
  • Fixed Indexed & Variable Life Insurance and Annuities
  • Real Estate And Real Estate Investment Trusts (REITs)
  • Extensive Retirement Planning

Experience

Morgan Stanley
11/30/2020 – 1/28/2022
CRD#: 149777
Schwab Private Client Investment Advisory, Inc.
07/01/2016 – 08/04/2021
CRD#: 159035
Charles Schwab & Co., Inc.
01/26/2012 – 03/23/2012
CRD#: 5393
Charles Schwab & Co., Inc.
10/25/2007 – 12/31/2011
CRD#: 5393

Examinations

Principal / Supervisory
  • Series 10 – General Securities Sales Supervisor (10/12/2017)
  • Series 9 – Options Sales Supervisor (02/09/2017)
State Security Law
  • Series 66 – Uniform Combined State Law (10/15/2007)
  • Series 63 – Uniform Securities Agent State Law (09/02/2004)
General Industry / Products
  • SIE – Securities Industry Essentials (10/01/2018)
  • Series 7 – General Securities Representative (02/10/2004)

The Team

Advisor Photo
Lillian Theresa Ramirez, CFP®
Founder & Chief Advisor
CRD#: 5387438

Lillian Theresa Ramirez is an experienced Client Relationship Specialist with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Customer Relationship Management (CRM), Financial Services, Investments, and Finance. Strong support professional with a Associate's degree focused in Business Administration and Management, General from Drake Business School, NY.

Miles Anthony
Miles Anthony, CFA®
Portfolio Manager
CRD#: 5387438

Chartered Financial Analyst (CFA) and experienced Portfolio Manager with a strong background in investment research, portfolio construction, and risk management. He specializes in developing tailored investment strategies designed to help clients achieve long-term financial goals. With a commitment to integrity, discipline, and client-focused solutions, Mile combines deep market knowledge with a data-driven approach to managing portfolios across multiple asset classes.

Rita Drace Lind
Rita Drace Lind, CPA®
Tax & Planning Strategist
CRD#: 3027700

Rita is a licensed financial professional with extensive industry experience and a strong commitment to serving clients with transparency and professionalism. Throughout her career, she has been recognized for her dedication to building long-term relationships and providing thoughtful financial guidance tailored to individual needs. Her record reflects a focus on integrity and a client-first approach in all aspects of her work.

My Services

Adapted To You

Initially, I'll request that you complete a personal evaluation of your investment situation. Following this, I'll analyze the information from your evaluation to identify investment opportunities that could be profitable for you. My approach is tailored to fit your financial goals and risk appetite, ensuring a personalized strategy that meets your specific needs.

Strategy Improvement

Unlock a wide range of strategies designed to drive your success as a trader. These methods will boost your focus and composure, keeping you consistently ahead of market trends.

Educational Materials

All the key details have been compiled to guide you through the fundamentals of investing, including trading setup and various DCA strategies and patterns. You'll develop a strong sense of empowerment and confidence in making savvy financial decisions in U.S. and global markets.

Mindset Development

This process will significantly influence your life in many impactful ways. It will encourage you to embrace a new outlook and strategy for managing your finances. True success as a trader demands steadfast consistency and self-discipline. I’m here to guide you toward becoming a financially disciplined individual and a skilled manager of your own assets.

Privacy Protection

My top priority is ensuring the safety of those who mirror my strategy. My goal is to provide investors with a secure and transparent trading experience. To accomplish this, I’ve established a robust set of protections by collaborating with thoroughly vetted brokerage platforms. Each broker is carefully assessed for credibility and ease of use, guaranteeing the safety of my clients.

Consistency

This principle is key to success, and it requires a set of essential tools to achieve it. I have firsthand experience with these tools and will integrate them into your daily practice. I’ll monitor your investments and daily trading activities to promote ongoing skill development and long-term growth in your earnings.

Portfolio Portal (Market Data)

Summary

As a potential investor, I assume what you're most interested about is past performance record and real time market data. Within this section you will be able to deep dive into our performance report accross all markets, and trade history that includes monthly data.

What you'll see

  • • Portfolio value and YTD return
  • • Allocation donut chart
  • • Performance vs. benchmark
  • • Goals progress, documents, and messages
LRF
Lillian Ramirez Finance
Social trading — public profile 🇺🇸
Copiers
1.5k
AUM
$128.4M
Portfolio Value
$2.1M
Weeks
145
Strategy: Long-term growth • Risk score: 6/10

Performance

Equity curve

Compare to
Daily Profit
+0.95%
Weekly Profit
+3.21%
Monthly Profit
+12.45%
All-Time Profit
+1,205.67%
Risk Score
6/10
Avg. Risk
2.5% ℹ️
Max Drawdown
-23.8% ℹ️

Most Copied Holdings

Top 5 assets
Total: $2.452M
TS
TSLA • Tesla, Inc
Allocation: 15.2%
B
BTC • Bitcoin
Allocation: 14.1%
N
NVDA • NVIDIA Corp
Allocation: 9.8%
S
SPY • S&P 500 ETF
Allocation: 7.6%
E
ETH • Ethereum
Allocation: 6.0%

Market Activity

Recent trades and updates
Filter:

Community

Copiers growth & top countries
Total Copiers: 1,527
Copiers Growth
Top Copier Countries
  • United States • 🇺🇸
    22%
  • Germany • 🇩🇪
    15%
  • United Kingdom • 🇬🇧
    12%
  • Spain • 🇪🇸
    9%
  • Brazil • 🇧🇷
    6%

What My Clients Say

"Lillian Ramirez Financial helped me gain clarity and confidence in my retirement plan. Before working with Lillian, I felt overwhelmed and unsure about whether I was making the right financial decisions. She took the time to understand my goals, explain my options in simple terms, and guide me through every step of the planning process. I finally feel in control of my future, and I have peace of mind knowing that I have a solid plan in place."

— J. Hammer - 🇺🇸
Retired Navy Nurse at United States Navy

"As a business owner, I’ve always been focused on running my company and didn’t have the time or expertise to manage my personal investments with the same level of care. Lillian's disciplined approach and transparency have been a game-changer for my investments. She always took the time to understand both my business and personal financial goals, hence creating a plan that works in harmony with both. I always know what’s happening with my portfolio and why. Their consistent communication and strategic guidance have given me the confidence to focus on growing my company, knowing my financial future is in good hands."

— D. Parietti. 🇺🇸
CEO @ Health Plan, Wisconsin

"I appreciate the plain advice. As someone getting more serious about trading and investing, I was tired of hearing buzzwords and overcomplicated strategies. Lillian Ramirez Financial gave me straight, actionable guidance that actually made sense. They helped me develop a disciplined approach to managing risk and making smarter decisions in the market. It’s exactly what I needed to level up my investing."

— C. Dewar 🇺🇸
McKinsey & Company

"Working with Lillian and her team completely transformed how I manage my portfolio. They helped me identify areas where I was losing unnecessary money and implemented strategies to make my investments far more profit based. This wasn’t just about increasing my earning. Lillian also created a sustainable, long-term plan that supports my trading activities while protecting my gains. Their guidance gave me clarity and confidence, showing me exactly how to align my portfolio with my financial goals. Thanks to her expertise, I now have a clear and achievable path to financial independence. I feel empowered knowing that my investments are working smarter, not harder, and that I’m on track to secure my financial future."

— M.W. Menezes. 🇺🇸
Former U.S. Deputy Secretary of Energy

"I was unaware of how much taxes were impacting my portfolio's growth. Lillian and her team took a deep dive into my holdings and crafted high profit strategies that not only maximized my portfolio earnings but also aligned perfectly with my long-term goals. Beyond the numbers, they provided clear education and consistent support that gave me the confidence to make informed decisions. Now, I have a well structured plan that guides me steadily toward financial independence, and I feel empowered knowing my money is working smarter for me."

— A. Maxman - 🇺🇸
President at Oxfam America

"As a business owner, I value clear and logical communication, especially when it comes to complex topics like finance. Lillian Ramirez Financial provided exactly that straightforward advice tailored to my unique situation. They helped me understand the risks and rewards associated with different investment options, and worked patiently with me to build a plan that matches my goals and comfort level. Their approachable style and ongoing support have given me a newfound confidence in managing my finances, and I feel truly prepared for the future."

— D. MacCallum - . 🇦🇺
Director & General Manager, STH Group

"Running a small business keeps me busy, and managing my personal finances often felt overwhelming and neglected. Partnering with Lillian Ramirez Financial was one of the best decisions I’ve made. Their disciplined and transparent approach brought much-needed structure to my investment strategy. They took the time to understand my business realities, and tailored a portfolio that balances growth with risk management. I appreciate their regular updates and honest communication, which keep me informed and confident that my investments are aligned with both my personal and professional goals."

— L. Marsters - 🇺🇸
Project Manager

"Before working with Theresa, I often felt lost navigating the complexities of the financial markets. Their team’s expertise and clear, actionable strategies have completely transformed my approach. They don’t just offer generic advice—they listen carefully, create customized plans, and help me stay disciplined even when markets get volatile. This partnership has given me confidence and clarity, and I now feel well-prepared to achieve my financial goals and weather any market conditions."

— D. Graham - 🇬🇧
Dyrectli Capital

"Trading had always been something I wanted to excel at, but I lacked the structure and knowledge to do it consistently and profitably. Lillian Ramirez Financial brought discipline and clarity to my trading strategy, helping me balance risk and reward more effectively. Their focus on tax efficiency was a bonus I hadn’t considered, which has improved my overall returns significantly. With their ongoing support and tailored advice, I’ve turned trading from a gamble into a strategic, rewarding part of my financial plan."

— R. Chowdhry - 🇬🇧
Concept Ventures

Have a Question? Get In Touch

Ready to simplify your financial life? I provide an extensive array of services, ranging from aiding you in the selection of individual investments to crafting a lucrative trading strategy. Leveraging a wealth of market resources, including intelligent DCA softwares and a team of seasoned market experts, I am well-equipped to support you in making well-informed investment choices aligned with your financial goals and objectives.