ABOUT US

Let’s create the retirement you’ve always imagined.

At Arcadian Wealth Management, we guide individuals and families through the financial wilderness by providing clear education, collaborative planning, and thoughtful guidance—empowering confident decisions and helping our clients achieve a peaceful, well-planned retirement.

 

Arcadian is an alliance of the top specialists in the fields of financial planning, estate planning, tax planning, insurance planning and mortgage.  With a holistic approach to financial planning, there is an entire team working together for our clients.  We know life changes and we are with you at every stage.

ABOUT US

Let’s create the retirement you’ve always imagined.

At Arcadian Wealth Management, we guide individuals and families through the financial wilderness by providing clear education, collaborative planning, and thoughtful guidance—empowering confident decisions and helping our clients achieve a peaceful, well-planned retirement.

 

Arcadian is an alliance of the top specialists in the fields of financial planning, estate planning, tax planning, insurance planning and mortgage.  With a holistic approach to financial planning, there is an entire team working together for our clients.  We know life changes and we are with you at every stage.

meet our team

Dedicated to You

Jennifer Ramos
Managing Partner & Financial Strategist
Ron Brown
Managing Partner & Financial Strategist
Jorge Hernandez
Managing Partner & Estate/Financial Strategist
Mireya Ramos
Client Care & Financial Strategist
Omar Ennabe
Reverse Mortgage Strategist
Jose Estrada
Tax Planning Strategist
Stephanie Nuñez
Financial Strategist
Tamara Lee
Medicare Strategist
Cristian Gutierrez
Marketing Strategist

meet our team

Dedicated to You

Jennifer Ramos
Managing Partner & Financial Strategist
Ron Brown
Managing Partner & Financial Strategist
Stephanie Nuñez
Client Care & Financial Strategist
Jorge Hernandez
Estate Planning Strategist
Omar Ennabe
Reverse Mortgage Strategist
Jose Estrada
Tax Planning Strategist

Jennifer Ramos

Managing Partner & Financial Strategist

Jennifer Ramos is the Managing Partner of Arcadian.  Jennifer has been licensed in the financial services industry for over 20 years.  With a passion for teaching, Jennifer established herself early in her career as the “trainer of the trainers” and has coached and mentored hundreds of new financial advisors entering the industry.  In her previous firm, she was inducted into the Sales Hall of Fame for the number of clients she had helped.

As a resident of Rancho Cucamonga, Jennifer opened an office in the city to serve her neighbors and the community.

Ron Brown

Managing Partner & Financial Strategist

Ron Brown is the Managing Partner of Arcadian.  Ron retired from his first career of over 30 years in the automotive industry and has worked with some of the top dealers in the country.  He was with the Penske organization for 18 years where he “grew up” in the business from being a general sales manager, general manager to president of a region.  With the love of helping people and seeing the need for sound financial education, Ron joined his life partner of 16 years, Jennifer Ramos, in business, who has been in the financial industry for over 20 years. 

Jorge Hernandez

Managing Partner &
Estate/Financial Strategist

With 30 years of experience in estate planning, Jorge provides comprehensive services, including asset protection, trust creation, wealth transfer strategies, and long-term care planning. He is a trusted guide for securing legacies and ensuring financial peace of mind for future generations.

An accomplished speaker, Jorge leads educational workshops on estate planning for families, churches, and businesses, empowering individuals to make informed decisions about their assets and inheritance. His journey began with an English degree from the University of La Verne, followed by a Juris Doctorate and a dedicated career in estate planning. 

Mireya Ramos

Client Care Specialist & Financial Strategist

I hold a Bachelor’s degree in Business Management and have spent the past four years working in the financial services industry. My passion for this field comes from a desire to educate and empower families especially within the Hispanic community helping them build stronger financial futures. As a bilingual professional fluent in both English and Spanish, I take pride in making financial guidance accessible to more families. With a strong background in customer service, I’m dedicated to providing personalized support and care to every client I work with.

Omar Ennabe

Reverse Mortgage Strategist

Omar is a seasoned mortgage professional with over 17 years of experience in the industry, having started his career in 2007. With a degree in Finance from Cal State Fullerton and extensive coursework in the CFP curriculum, Omar brings a unique perspective to mortgage planning—focusing not just on transactions but on comprehensive financial strategies that empower his clients.

As the President of Ennkar, Inc., Omar leads a one-of-a-kind mortgage bank that prioritizes planning over transactions. Under his leadership, Ennkar has grown into one of the top 20 companies in the U.S. specializing in senior lending and FHA-backed programs. Omar’s expertise lies in restructuring debt for individuals nearing or in retirement, helping them achieve financial independence and freedom through innovative mortgage strategies.

Jose Estrada

Tax Planning Strategist

With over 10 years of experience in tax strategy and business consulting, Jose Estrada specializes in corporation setups, tax planning, and comprehensive financial solutions for individuals and businesses. Based out of San Dimas, Jose is committed to helping clients maximize tax savings, structure their businesses for success, and navigate complex tax laws with confidence.

A man of strong faith, Jose approaches his work with integrity, precision, and a client-first mindset. His expertise spans across multiple industries, ensuring tailored tax strategies that align with each client’s financial goals. Whether you’re an entrepreneur looking to establish your corporation or a business owner seeking advanced tax planning, Jose provides proven strategies to help you protect and grow your wealth.

Stephanie Nunez

Financial Strategist

Stephanie Nunez is inspired by helping and educating those who are either underserved or misled in the financial services industry.  Stephanie has a background in real estate and has served as head of operations for an engineering company.  Her experience in customer service and business management enhances her ability to work with clients from all walks of life.  She takes pride in having the opportunity to educate and help people secure their financial lives, which gives meaning to the work she does every day.

Tamara Lee

Medicare Strategist

Tamara brings a deep passion for helping others, backed by over 11 years of experience in the healthcare field. Her journey began through volunteer work, where she collaborated with a group of women dedicated to serving Medicare beneficiaries. It was during this time that Tamara recognized the unique, complex, and often confusing nature of Medicare. With her extensive knowledge of healthcare, she knew she could offer more to her clients, helping them navigate the system with confidence. Tamara takes great pride in being a valuable resource not only to her clients but also to the broader community, ensuring that everyone has the support they need to make informed healthcare decisions.

Cristian Gutierrez

Marketing Specialist

Cristian Gutierrez is a media creator and strategist who helps business owners stand out with high-converting video content. Through CG Media Guy, he produces cinematic visuals, engaging social media reels, and tailored marketing campaigns that turn attention into revenue. With years of experience filming and editing for real estate, mortgage, and financial brands, Cristian blends storytelling and strategy to help his clients grow their influence and close more deals.

Stephen Cheung

Financial Strategist

Stephen Cheung is a financial strategist with more than 27 years of experience in international business, specializing in exporting from China to the United States. His extensive background in global commerce provides him with a unique perspective on financial planning, allowing him to guide clients with both international insight and local expertise.

Inspired by a commitment to service and a passion for helping others succeed, Stephen transitioned into the financial industry to create strategies that build, protect, and grow wealth over time. Known for his clear communication and strategic thinking, he develops personalized financial plans that align with each client’s goals while fostering long-term trust and transparency.

Fluent in Mandarin, Stephen is able to serve a diverse range of clients, bridging cultural perspectives while offering clarity and confidence in financial decision-making. His dedication ensures clients have the support and strategies they need to move toward lasting financial freedom.