“My perfect day would be waking up in a villa by the Amalfi coast. I’d walk down to the beach and just soak up the amazing view. There would be a bottle of Chianti red wine to the left of me, and a fresh pizza on the right with prosciutto and mozzarella. After the beach, I’d grab dinner with friends at an amazing restaurant. There would be a traditional Italian four course meal with the main dish of fresh spaghetti ai fruitti di mare, and then we’d finish the night by dancing up a storm at a great night club by the ocean.”
As SFP Wealth’s Senior Financial and Retirement Plan Associate, Raymond wears a few different hats within the firm. His ability to work across multiple disciplines within the industry has allowed him to produce his own unique niche within the firm. Whether it’s working with an individual client, managing retirement plans, or doing due diligence and investment research, Raymond’s scope of expertise makes him an invaluable asset.
Raymond graduated in May of 2015 with dual degrees from the University of Massachusetts, Amherst with a Bachelor of Business Administration in Finance from the Isenberg School of Management, a Bachelor of Arts in Italian Studies and a Minor in Economics. Raymond holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Chartered Retirement Plans Specialist (CRPS®) designation, Series 7, Series 63, Producers Life, and the Accident and Health or Sickness licenses.
Outside of the office, Raymond enjoys athletic activities, going to concerts, singing karaoke, traveling, cooking with family and spending time with friends. He likes to keep busy and is always looking for new challenges!