About Us
Negrón Ramos Wealth Management is a financial and tax planning firm founded in 2017, offering a comprehensive approach to enhancing, protecting, and managing its clients’ capital.
With a unique combination of investment advisory, tax planning, retirement strategies, risk management, and estate planning, the firm provides personalized, technology-driven financial solutions backed by a fiduciary commitment, serving clients in both Puerto Rico and the United States.
Founded in 2017 by Iván Negrón, the firm was established with the vision of delivering an integrated and personalized approach to financial and tax planning. With a strong background in accounting, finance, taxation, and law, Iván identified a market need: a place where clients could find comprehensive solutions to efficiently and strategically manage their capital.
Initially launched as a public accounting firm, the company quickly expanded its services, evolving into a specialized capital management firm. Through strategic partnerships with leading companies such as eMoney, AssetMark, and CRUMP, Negrón Ramos broadened its scope, offering tax planning, investment management, risk management, and customized strategies to help clients maximize and protect their wealth.
Headquartered in San Juan, Puerto Rico, Negrón Ramos has grown beyond local borders, serving clients across the United States. Its fiduciary approach, combined with highly personalized service, has positioned the firm as a trusted leader in financial management and wealth preservation, helping clients achieve their financial goals and secure their future.
To promote the well-being of our clients by enhancing, protecting, and managing their capital.
To be the leading firm in capital management with a focus on financial and tax planning, recognized for its comprehensive and personalized approach.
Iván Negrón Ramos, CPA/PFS, JD, MAcc
President/Founder
Negrón Ramos Wealth Management
Iván Negrón is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential awarded by the American Institute of CPAs (AICPA). He graduated with high honors from the University of Puerto Rico, Mayagüez Campus, earning a Bachelor’s degree in Business Administration with a double concentration in Accounting and Finance. He also obtained a Master’s degree in Accounting with a specialization in taxation, graduating with high honors from Bowling Green State University in Ohio. Additionally, he is a graduate of the University of Puerto Rico School of Law.
Iván holds Series 7 and 66 investment licenses, certifying him as an investment advisor and financial planner. He also possesses licenses in life, disability, health, annuities, and variable insurance products.
He is a member of the AICPA and its Financial Planning section, as well as a member of the Financial Planning Committee of the Puerto Rico CPA Society.
Throughout his professional career, Iván has served as a Manager at the international CPA firm Deloitte, Director of Finance and Administration at a public corporation under the Department of Economic Development, university professor, associate at a local CPA firm, and independent practitioner.
Currently, he serves as the President of Negrón Ramos Wealth Management (Negrón-Ramos LLC), a firm specializing in financial planning and investment advisory, registered as a Registered Investment Adviser (RIA) with the Office of the Commissioner of Financial Institutions and FINRA.
Our services are available to clients who meet certain eligibility criteria and seek a personalized experience with exclusive benefits that only Negrón Ramos Wealth Management offers.
Contact Hours: Monday to Friday, 10:00 AM — 4:00 PM. You can send us a message via email or through our contact form at any time.
Let’s discuss how we can help you achieve your financial goals.
Here’s what you can expect:
