YOUR PERSONAL GUIDE TO

FINANCIAL SUCCESS 

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Don Ramirez is the co-founder of Peak Wealth Advisors and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to founding Peak Wealth Advisors in 2009, Don was a Senior Financial Advisor with Merrill Lynch for 14 years where he was consistently rated a Platinum Service Provider for receiving client survey rankings in the top 10% of his peers.

Don is a seasoned advisor with a great depth of knowledge in professional money management, tax and estate planning. He is also an experienced entrepreneur having started a successful tax software distribution business and an electronic filing bureau which grew to 30 employees supporting over 500 tax offices throughout California.

A graduate of USC’s Marshall School of Business he has been awarded the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. Don serves and is past President of the Camp Ocean Pines board of directors and is a past President of the Central Coast Council for Planned Giving. A Rotarian since 1993, he is an active member of the Cambria Rotary Club.

Helen Sipsas is the co-founder of Peak Wealth Advisors and is a CERTIFIED FINANCIAL PLANNER™ professional. Previously she held positions as a Financial Advisor with Merrill Lynch, Managing Director of Sandpiper Capital, Vice President- Investment Manager for FINOVA Mezzanine Capital and Vice President-Business Development for FINOVA Corporate Finance.

Helen’s experience includes financial planning and asset management for individuals and businesses. She is also experienced with mergers and acquisitions, leveraged buyouts, growth financing, debt restructuring and exit planning for privately held businesses.

Helen holds a bachelor degree from USC’s Marshall School of Business and an MBA with a concentration in finance from Loyola Marymount University. She has been awarded the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards and the Certified Divorce Financial Analyst® (CDFA™) designation from the Institute for Divorce Financial Analysts (IDFA™).  

An active community member Helen is the founder and past President of the USC Alumni Club of San Luis Obispo, has served on the board of directors for the San Luis Obispo Botanical Garden, the Glendale Historical Society, is past President of the C.E. Teach Elementary School Boosters, a member of the San Luis Obispo Monday Club and participates in the Central Coast Women's Tennis League. 

Stewart Ramirez joined our firm in February 2024 as a Financial Services Associate. As a Financial Services Associate, Stewart is commited to fostering strong client relationships and delivering exceptional client services. Prior to joining Peak Wealth Advisors, Stewart honed his skills as a business development consultant at a San Diego based advisory firm. His experience in cultivating meaningful connections and providing strategic guidance makes him an asset to our firm.

Stewart holds a Bachelor's degree in Applied Economics from Cal Poly Pomona. He is also registered tax preparer licensed to practice in California. Both of which are part of a solid foundation he brings to his role at Peak Wealth Advisors.

Beyond his professional endeavors, Stewart is deeply involved in his community. As an active youth ice hockey coach and he volunteers with the special needs hockey program in Pasadena. He devotes his weekends to teaching childen with mental and physical disabilities the joys of Skating and playing hockey. Stewart enjoys Golf, playing in occasional Hockey game and spending time with his family and friends.