Tim Raftis Email & Phone Number
Lead Advisor @ Insight Wealth Strategies, LLC
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Tim Raftis Location
- California, United States
Tim Raftis Work
- 2021 -now Lead Advisor @
- 2017 -2021 Wealth Manager @
- 2015 -2016 Financial Advisor | Wealth Management @
- 2005 -2015 Director, Senior Equity Trader | Wealth Management @
- 1993 -2005 Director, Head Trader | Wealth Management @
Tim Raftis Education
- Trinity College-Hartford
BA, Economics
- University of California, Berkeley
Certificate in Personal Financial Planning
Tim Raftis Skills
- Customized Investment Strategies
- Analytical Skills for Problem Solving
- Risk Management
- Retirement Planning - Personal and Institutional
- Teaching-Educating
- Socially Responsible Investing
- Portfolio Management
- Philanthropic and Endowment Management
- Personal Balance Sheet Management
- Net-Worth Analysis and Wealth Allocation
- Multi-generational Family Wealth Advising
- Education Planning
- Behavioral Finance
- Capital Markets
- Client Relationship Building
- Accounting
- Wealth Management Services
- Financial Advisor
- Net Worth Analysis and Wealth Allocation
- Teaching Educating
- Multi Generational Family Wealth Advising
- Financial Markets
- Investments
- Equity Trading
- Electronic Trading
- Retirement Planning
- Sales
- Financial Advisory
- Leadership
- Tax
- Wealth Preservation
- Legal Advice
- Intergenerational Wealth Transfer
- Project Management
- Wealth Management
- Trading
- Securities
- Wealth Transfer
- Strategy
- Wealth Accumulation
- Wealth Preservation Planning
- Strategic Planning
- Trading Strategies
- Financial Planning
- Equities
- Personal Financial Planning
- Holistic Financial Planning
- Personal and Institutional
- Multi Generational Wealth Transfer
- Financial Services
- Finance
Tim Raftis Summary
- Tim Raftis, based in California, United States, is currently a Lead Advisor at Insight Wealth Strategies. Tim Raftis brings experience from previous roles at Bingham, Osborn & Scarborough, LLC, Merrill Lynch Wealth Management, Bank of America Corporation, ClearBridge Investments LLC and Davis Skaggs Investment Management, A Unit of Citigroup Global Markets, Inc.. Tim Raftis holds a BA, Economics @ Trinity College-Hartford. With a robust skill set that includes Customized Investment Strategies, Analytical Skills for Problem Solving, Risk Management, Retirement Planning - Personal and Institutional, Teaching-Educating and more. Tim Raftis has 2 emails and 3 mobile phone numbers on RocketReach.
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