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Lizet Ramirez is responsible for the development, implementation, and evaluation of new and existing office processes to ensure that the firm is running productively and efficiently. As a liaison between Schwab and our clients, Lizet resolves client and advisor requests. She also assists with special projects and supports the firm through research and business development.
Prior to joining JLFranklin Wealth Planning, Lizet spent 8 years at a law firm in California’s Central Valley in roles ranging from financial administrator to legal assistant. She holds both a Bachelor of Science in Management and a Bachelor of Arts in Economics from the University of California, Merced. In her free time, Lizet enjoys trying new eateries, traveling, hanging out with her longtime partner and two adventurous corgis, and relaxing with friends and family.