About
Raphael
Raphael helps individuals and families navigate complex financial decisions in order to reach their long-term goals. He specializes in guiding clients through major life transitions, including retirement, business sales, career shifts, charitable giving, and multi-generational wealth transfers.
Through an integrated planning approach, Raphael partners with clients and their extended advisory network to help align investment management, tax strategies, cash flow, and estate plans.
Outside of work, Raphael serves on the Young Professionals Board for Gift of Life and previously volunteered as a basketball coach at the New England Jewish Academy. In his free time, he enjoys reading, traveling, playing pickleball, cheering on the New York Yankees, and tuning into Jeopardy!
Education and Professional Milestones
-University of Connecticut – Bachelor of Arts
-Holds a Series 65 license
Raphael helps individuals and families navigate complex financial decisions in order to reach their long-term goals. He specializes in guiding clients through major life transitions, including retirement, business sales, career shifts, charitable giving, and multi-generational wealth transfers.
Through an integrated planning approach, Raphael partners with clients and their extended advisory network to help align investment management, tax strategies, cash flow, and estate plans.
Outside of work, Raphael serves on the Young Professionals Board for Gift of Life and previously volunteered as a basketball coach at the New England Jewish Academy. In his free time, he enjoys reading, traveling, playing pickleball, cheering on the New York Yankees, and tuning into Jeopardy!
Education and Professional Milestones
-University of Connecticut – Bachelor of Arts
-Holds a Series 65 license