Raymond joined SFP Wealth after graduating from college in 2015. After spending time as a practice manager for investments and an investment and retirement plan analyst, Raymond became a financial advisor. Whether working with individual clients, managing retirement plans, or completing due diligence around new business acquisitions, Raymond supports all lines of business at SFP Wealth. He holds himself to the highest standards of transparency, honesty, and integrity. With a keen ability to identify opportunities that align with his client’s objectives, Raymond is able to implement custom-designed strategies that are tailored to their unique needs and circumstances. Raymond takes the time to listen to his client’s needs and concerns, exploring every available option before recommending a course of action.
Raymond graduated from the University of Massachusetts, Amherst with a BA in Finance from the Isenberg School of Management and a BA in Italian Studies and Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds the designation of Chartered Retirement Plans Specialist (CRPS®). He holds his Series 7 and 63 licenses, as well as his Producer’s Life and Accident and Health or Sickness licenses.
Raymond currently resides in Dorchester, MA. He is known for being the go-to guy for recommendations on the latest bars and restaurants, as well as the best spots for live music, concerts, and sporting events. In his free time, you can find Raymond working out at the gym, trying new recipes, and spending time with his friends and family. He is always eager to take on new challenges and is constantly seeking out new adventures.