Rafael Velez's Location
California, United States
Rafael Velez's Work
- Managing Director @ Summit Financial Advisors, LLC
- Vice President, Retirement Planning @ Citi
- Senior Financial Advisor and Training Manager @ American Express
Rafael Velez's Education
- Menlo College
B.S.
- University of California, Los Angeles
- University of California, Riverside
Rafael Velez's Skills
- Investments
- Retirement Planning
- Financial Services
- Public Speaking
- Estate Planning
- Retirement
- Wealth Management
- Entrepreneurship
- Portfolio Management
- Strategic Financial Planning
Rafael Velez's Summary
Rafael Velez, based in California, United States, is currently a Managing Director at Summit Financial Advisors, LLC, bringing experience from previous roles at Citi and American Express. Rafael Velez holds a B.S. @ Menlo College. With a robust skill set that includes Investments, Retirement Planning, Financial Services, Public Speaking, Estate Planning and more, Rafael Velez contributes valuable insights to the industry. Rafael Velez has 6 emails and 1 mobile phone number on RocketReach.
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