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Experience

Raymond specializes in providing holistic wealth management and investment planning services for high net worth individuals and families. While serving as his clients' personal CFO, he helps build, implement, and monitor their financial wealth strategies.

Raymond assists his clients with personal financial planning, developing and implementing an investment strategy, charitable planning, education planning, retirement planning, income tax planning, and multi-generational estate planning.  He continues to emphasize the importance of growing, managing, and protecting his clients’ personal balance sheets. 

He earned his bachelor of business administration from the University of Michigan Business School with emphases in both finance and accounting.  Furthermore, he was named to HOUR Detroit and DBusiness Magazine’s list of FIVE STAR Wealth Managers™ in the Detroit area from 2010 – 2015, and 2017.

 


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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