"Every challenge is an opportunity to tinker, innovate, and grow—a chance to deliver top-tier service and seamless success for both clients and colleagues alike."
Lizet Ramirez serves as a Senior Client Service Representative at Mission Wealth. In this role, she acts as a liaison between Mission Wealth’s custodian partners and clients, fulfilling requests on all sides of the relationship with precision. Lizet’s responsibilities include preparing and managing account forms, performing ongoing account maintenance, and providing personalized support.
Lizet loves to collaborate with like-minded individuals who share a passion for making a meaningful impact. She gets a deep sense of fulfillment from seeing positive outcomes and knowing her efforts contribute to client success. Teamwork, purpose, and ongoing growth keep her motivated and inspired every day.
Learn About Lizet Ramirez
Professional Background
Prior to joining Mission Wealth, Lizet began her career as a legal assistant at a law firm in California’s Central Valley, honing her skills in legal documentation, client relations, and administrative support. She then advanced to a financial administrator role, expanding the position’s scope to include managing accounts, payroll, HR, and office operations. Later, as the Client Service & Operations Manager at a small wealth management firm, Lizet optimized office processes, liaised between Schwab and clients, resolved client and advisor requests, and contributed to special projects and business development efforts.
Lizet holds both a Bachelor of Science in Management and a Bachelor of Arts in Economics from the University of California, Merced.
Personal Pursuits
In her free time, Lizet enjoys traveling, discovering new eateries, and learning about the latest technology. She likes to venture out with her husband, Kale, and two adventurous corgis, Gizmo and Cosmo, to seek new experiences and make the most of every journey.
Community Impact
Lizet is committed to the well-being of all pets and supports this cause through her philanthropy with Queen’s Best Stumpy Dog Rescue.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.