2018 -2020 Senior Vice President - Wealth Management @
2014 -2018 Vice President @
2010 -2014 Financial Advisor @
2006 -2010 Attorney @ Private Practice
2002 -2006 Paralegal and Attorney @ Burnett & Matthews
2000 -2002 Paralegal @
Ray Prospero Education
University of La Verne
Juris Doctorate (Law)
2001-2005
California State University, Fullerton
Ray Prospero Skills
Wealth Management
Retirement Planning
Investments
Securities
Mutual Funds
Estate Planning
Investment Advisory
Asset Allocation
Retirement
Strategic Financial Planning
Equities
Portfolio Management
Alternative Investments
Financial Planning
Wealth Management Services
Financial Services
Wealth Preservation Planning
Investment Management
Investment Strategies
Investment Advisory Services
Intergenerational Wealth Transfer
Ray Prospero Summary
Ray Prospero, based in Los Angeles, CA, US, is currently a Partner Advisor at AdvicePeriod. Ray Prospero brings experience from previous roles at Merrill Lynch and Private Practice. Ray Prospero holds a 2001 - 2005 Juris Doctorate in Law @ University of La Verne. With a robust skill set that includes Wealth Management, Retirement Planning, Investments, Securities, Mutual Funds and more. Ray Prospero has 2 emails on RocketReach.
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