Steve Raymond Email & Phone Number
AVP - Financial Planning Practice Mgmt. Consultant @ LPL Financial
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Steve Raymond Location
- Rocklin, CA, US
Steve Raymond Work
- AVP - Financial Planning Practice Mgmt. Consultant @ (October 2024 - Present)
- Sr. Plan Manager @ (July 2024 - October 2024)
- Plan Manager @ (April 2023 - July 2024)
- 401(k) Plan Advisor @ (February 2022 - March 2023)
- LPL Financial Advisor @ SAFE Financial Services (December 2016 - March 2023)
- Board Member @ Relationship Skills Center (formerly Healthy Marriage Project) (March 2011 - March 2018)
- Member @ Financial Planning Association (January 2008 - October 2017)
- Financial Advisor ♦ avid Miami Hurricanes fan ♦ cycling fool @ Fountainhead Wealth (November 2013 - November 2016)
- Board Member @ (February 2011 - December 2015)
- Associate Planner @ (December 2010 - November 2013)
- Member @ Rotary Club of Sacramento (February 2004 - June 2013)
- Board Member @ Junior Achievement of Sacramento (August 2010 - February 2011)
Steve Raymond Education
- University of California, Davis
Cetificate Program (Personal Financial Planning)
2008-2009 - University of Miami Business School
MBA and MS (Finance and Operations Research)
2000-2002 - University of New Hampshire
Bachelor of Arts (BA) (Mathematics)
1979-1983
Steve Raymond Summary
- Steve Raymond, based in Rocklin, CA, US, is currently a AVP - Financial Planning Practice Mgmt. Consultant at LPL Financial. Steve Raymond brings experience from previous roles at LPL Financial, SAFE Credit Union and SAFE Financial Services. Steve Raymond holds a 2008 - 2009 Cetificate Program in Personal Financial Planning @ University of California, Davis. Steve Raymond has 4 emails and 3 mobile phone numbers on RocketReach.
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