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About
I'm here to help you achieve financial success. With my background as a former Senior VP at Merrill Lynch and expertise as a Chartered Financial Consultant® (ChFC®), I provide low-cost wealth management and fiduciary guidance.
Featured in Forbes, FOX Business, and CBS News MoneyWatch, I currently lead a boutique wealth management practice at AdvicePeriod, part of the Mariner Advisor Network. Take advantage of a free consultation and analysis. If you choose to work with me, rest assured that I operate as a fee-only fiduciary advisor.
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds
Photos and videos
Reviews
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C
Carl
Ray is very personable and knowledgeable. He is a trusted advisor. You can tell that he is passionate about his work and that he cares for his clients. Highly recommended!
June 15, 2021
J
JC
Ray is trustworthy and reliable. A pleasure work with.
June 15, 2021
C
CB
I’ve worked with Ray for several years now and I consider him a personal friend, as well as my advisor. He is very transparent professionally and personally. More...
June 15, 2021
C
Carl
Positive: Professionalism, Quality, Responsiveness
December 23, 2020
Frequently asked questions
What education and/or training do you have that relates to your work?
JD, University of La Verne College of Law
Chartered Financial Consultant (ChFC), The American College of Financial Services
Services offered
Financial Services And Planning