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Sofía Ramírez

Sofía Ramírez, Senior wealth advisor

CFP®

Senior wealth advisor

Sofía Ramírez

Sofía advises families from the first plan to retirement income, in English or Spanish, and leads the firm's retirement practice.

Focus

Families, retirement and education

Languages

English, Spanish

Phone

(713) 555-0161

Email

sofia@averline.example

Book with Daniel

Their work

Work led

by this advisor.

Case studies

Physician couple, both 54

Physician couple, both 54

Two physicians bring retirement forward by four years

4 years

earlier retirement date

Retired teacher, 67

Retired teacher, 67

A clear plan after the loss of a spouse

90 days

to a complete, written plan

Articles

The Roth conversion window most retirees miss

6 min read

The Roth conversion window most retirees miss

First conversation

Every plan starts with

one honest conversation.

Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.

Choose a time this week

Tue · Oct 27

10:00 am

Wed · Oct 28

2:30 pm

Thu · Oct 29

9:00 am

Request this time

First conversation

Every plan starts with

one honest conversation.

Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.

Choose a time this week

Tue · Oct 27

10:00 am

Wed · Oct 28

2:30 pm

Thu · Oct 29

9:00 am

Request this time

First conversation

Every plan starts with

one honest conversation.

Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.

Choose a time this week

Tue · Oct 27

10:00 am

Wed · Oct 28

2:30 pm

Thu · Oct 29

9:00 am

Request this time

Averline

Fee-only financial planning, investment management and fractional CFO services for families and business owners.

Services

Wealth planning

Investment management

Tax planning

Retirement planning

Business exit planning

Firm

About

Advisors

Approach

Case studies

Insights

Contact

Contact

(713) 555-0148

hello@averline.example

2800 Post Oak Blvd, Suite 410, Houston, TX 77056

© 2026 Averline Partners, LLC

Disclosures

Privacy

Terms

BrokerCheck

Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.

Averline

Averline

Fee-only financial planning, investment management and fractional CFO services for families and business owners.

Services

Wealth planning

Investment management

Tax planning

Retirement planning

Business exit planning

Firm

About

Advisors

Approach

Case studies

Insights

Contact

Contact

(713) 555-0148

hello@averline.example

2800 Post Oak Blvd, Suite 410, Houston, TX 77056

© 2026 Averline Partners, LLC

Disclosures

Privacy

Terms

BrokerCheck

Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.

Averline

Averline

Fee-only financial planning, investment management and fractional CFO services for families and business owners.

Services

Wealth planning

Investment management

Tax planning

Retirement planning

Business exit planning

Firm

About

Advisors

Approach

Case studies

Insights

Contact

Contact

(713) 555-0148

hello@averline.example

2800 Post Oak Blvd, Suite 410, Houston, TX 77056

© 2026 Averline Partners, LLC

Disclosures

Privacy

Terms

BrokerCheck

Averline Partners, LLC is a sample registered investment adviser created for this template. Registration does not imply a certain level of skill or training. Advisory services are offered only where the firm is registered or exempt. Past performance does not guarantee future results, and all investing involves risk, including loss of principal. Client stories are illustrative and may not reflect the experience of every client. See our Form ADV, Form CRS and other disclosures.

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