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"I believe strongly in promoting financial literacy by simplifying the language and concepts in order to present complex issues in a manner that anyone can understand. When achieved, my clients become more engaged in the planning and decision making process that will ultimately shape their financial wellness."
Raphael has over 17 years of experience with BlueShore Financial, helping clients achieve their financial goals. This experience provides him with a strong expertise in managing finances for multigenerational families by getting to know their personal situation and providing recommendations to ensure the best possible situation for everyone involved.
He has also augmented his work experience with a strong education, by completing his Personal Financial Planner (PFP) designation and is currently working towards his Certified Financial Planner® (CFP) designation.
Raphael prides himself on establishing strong trust with clients through open communication and dialogue. He is an active listener who helps clients make prudent financial decisions with their long-term goals in mind.
“As a Financial Advisor my goal is to guide clients’ life aspirations to fulfillment. My clients’ financial success is my reward and any hurdles encountered along the way serve to motivate me to eliminate those roadblocks. Financial challenges are nothing more than solutions that have not yet been found.”
Raphael will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.