Rafael began his career in the financial services industry in 2012 as an intern while majoring in financial planning at William Paterson University. As a CERTIFIED FINANCIAL PLANNER ™ Professional, Rafael focuses on building generational financial plans to guide clients up to and through retirement. Rafael has created a specialty in crafting tax efficient strategies to help clients enjoy their retirement nest eggs. When not honing his craft, Rafael enjoys spending time with his wife, daughter, and neighborhood famous Corgi.
Morristown
67 Park Place East Suite 700 Morristown, New Jersey 07960