At the core of Matador Insurance Services, one of our main objectives is developing and implementing a holistic financial plan that takes into account all your finances. By creating a well-rounded plan, our clients experience maximum efficiency in their finances and higher success, no matter their goals or concerns.
We take into account risk management, taxation, distribution, accumulation, and estate planning for developing your optimal financial plan.
Why Choose Matador?
Another core principle of our practice is guiding each client through a clear and informative educational process. This empowers clients to fully understand every aspect of their financial plan and feel confident in the strategy behind it. At any point in time, our clients know exactly how each component of their financial portfolio is working on their behalf.
What sets us apart is not only our deep industry expertise but also the white-glove experience we deliver. We understand the stress and setbacks that can result from unfiled, missing, or incomplete documentation—and we work proactively to ensure our clients never face those frustrations. Every detail, from start to finish, is carefully managed so your financial plan is thorough, organized, and prepared for any scenario.
Meet The Matador
Tristan Ramirez has spent the past decade serving individuals, families, and small business owners by providing tailored insurance and financial guidance. His comprehensive, client-first approach considers all aspects of a person’s financial picture to craft strategies that align with both short- and long-term goals.
With extensive knowledge, experience, and a strong network of professional relationships, Tristan helps clients protect what matters most—whether it’s their family, business, or future retirement. His commitment to thoughtful planning and personalized service ensures no detail is overlooked.
Originally from California, Tristan relocated to North Carolina and earned his Bachelor of Arts in Communication from North Carolina State University. Go Pack! He is currently pursuing the Certified Financial Planner™ (CFP®) designation through the American College of Financial Services.
Outside of work, Tristan enjoys hiking, discovering the next hidden gem restaurant, and spending time with family and friends.
He welcomes the opportunity to serve as a resource for your financial and insurance needs. Tristan offers complimentary, no-obligation life insurance policy reviews to help you gain clarity and confidence in your coverage.