Raul Velasquez, CFP®
Raul brings over 20 years of experience in financial services, working with individuals, families, and business owners to help them navigate financial complexity with clarity and confidence. He holds a Bachelor of Management Studies and is a CERTIFIED FINANCIAL PLANNER® professional.
At the core of Raul’s practice is a commitment to building enduring relationships and providing thoughtful, personalized guidance. He considers it a privilege to work closely with clients and their families, helping them make informed decisions and plan for the future with confidence.
Outside of work, Raul enjoys travelling with his spouse, Cori, and their dog, Mateo. He values discovering new places, spending time outdoors, and embracing the experiences and relationships that make life most meaningful.