Juan M. Ramos
Education
- University of California, Santa Barbara: Bachelor of Arts in Communication
Client Services Administrator
Juan Ramos brings almost a decade of experience in client service, combining keen problem-solving skills with meticulous attention to detail to ensure that every client request is met efficiently. His dedication to providing seamless administrative support reflects his passion for building meaningful relationships and being a positive influence on clients’ financial journeys.
At the heart of Juan’s approach is his belief in the power of financial security to empower clients to live fuller and more confident lives. This conviction led him to Monarch, where he thrives in the firm’s client-first culture, making a tangible impact on clients’ financial well-being.
Beyond his work at Monarch, Juan is active in the professional community. He serves as a board member of the Santa Barbara Young Professionals Club, Vice President of the Santa Barbara Young Professionals Club Foundation, and an alumni mentee for the Latinos in Finance Organization. His involvement allows him to share his knowledge and experiences with others in the industry.
A proud Santa Barbara native, Juan is trilingual in English, Spanish, and American Sign Language. As a first-generation college graduate, he values community and enjoys spending his free time fishing at the Goleta Pier, bowling on a league team, and barbecuing with friends and family.