Meet Rami Tameez, DBA, AAMS®, AWMA®
President and Co-Founder
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Welcome to Legacy Financial & Insurance Services
Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assists and give them the independence and control needed for the future.
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets: it can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
DBA, AAMS®, AWMA®
President and Co-Founder
Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future.
As one of the founding leaders of Legacy Financial and Insurance Services, he leads his team to help local clients with retirement and insurance strategies. Rami’s mission is to educate the public on financial topics and techniques that help reduce taxes, create guaranteed income streams and offer protection in the volatile marketplace.
Rami is a graduate of CSUSB with a degree in Management. He also received a Masters Degree in Management from National University, Doctorate in Business Administration at Columbia Southern University, and holds additional financial designation including: Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA) through the College for Financial Planning. Rami Tameez is a public national speaker educating industry peers throughout the nation. Rami Tameez also is a professor part-time at CSUSB in the Jack Brown Hall School of Business helping educating students both undergraduate and graduate students.
Rami is very active in the community as well. He is on the board of JJ Smiles Foundation, a non-profit organization dedicated to bettering the lives of children.
Tatum "Tate" S. Hilmoe
Estate Planning Attorney
Joyce Boston, CPA
Founder of Boston & Company CPA
Northern California Area Manager, Agent
Sierra Van Meter
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