
Sunny Ramirez
CHSA®, CPFA®
Financial Advisor
(585) 512-2369
Sunny joined Sage Rutty in May 2021, beginning her career as an Enrollment Specialist on the 401(k) team. She has since grown into her role as a Financial Advisor on the Private Client team, where she works closely with individuals and families to navigate their personal financial goals, from retirement planning and investment management to overall financial wellness.
A graduate of SUNY Geneseo with a Bachelor's degree in Communication, Sunny holds her Series 7 and 66 licenses, Life, Accident & Health insurance license, and has earned both the Certified Health Savings Advisor (CHSA®) and Certified Plan Fiduciary Advisor (CPFA®) designations, reflecting her deep commitment to serving clients in both retirement plans and personal financial planning capacities.
Outside the office, Sunny has spent the past 10 years sharing her love of dance as an instructor at a competitive studio in Penfield. When she's not on the dance floor, you'll find her on the golf course, exploring everything Rochester has to offer with her husband, or planning her next adventure somewhere new.
