BEST FINCANCIAL ADVISOR/PLANNER

Rami Tameez

Investment Advisor Representative
Legacy Investment Services

10832 Laurel St, Suite 203 , Rancho Cucamonga, CA 91730
Phone: 909.948.0700
800.977.4030

website
Years Won: 2019 (Best) 2018, 2017, 2016 (Favorite)

Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future.

As one of the founding leaders of Legacy Financial and Insurance Services, he leads his team to help local clients with retirement and insurance strategies. Rami’s mission is to educate the public on financial topics and techniques that help reduce taxes, create guaranteed* income streams and offer protection in the volatile marketplace.

Rami is a graduate of CSUSB with a degree in Management. He also received a Masters Degree in Management from National University, Doctorate in Business Administration at Columbia Southern University, and holds additional financial designation including: Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA) through the College for Financial Planning.

Rami is very active in the community as well. He is on the board of J & J Smiles Foundation, a non-profit organization dedicated to bettering the lives of children.

*Guarantees based on the claims paying ability of the issuing insurance company.

MAP

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