Ray Prospero Fiduciary Financial Advisor | Riverside, CA

Service Area: Riverside, CA
Team Size: 1 employee
Business Duration: 15 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

Ray Prospero, ChFC®, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily on key elements of the wealth management process and the fundamentals of estate and retirement planning strategies.

Ray launched his financial services career when he joined Merrill Lynch in 2010 after a legal career, where he was admitted to the U.S Tax Court. While at Merrill Lynch, Ray was a Senior Vice President and was a member of their Circle of Excellence recognition club, reserved for top performing advisors nationwide. He holds a Juris Doctorate degree from the University of La Verne College of Law and earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. Ray has been featured in various media, including Forbes, FOX Business and US News & World Report.

Giving back to the community is important to Ray. He is on the Board of Trustees for Vitalant, one of the nation’s oldest and largest nonprofit transfusion medicine organizations, providing blood services to over 1,000 hospitals across 40 states. Ray is also on the Board of Directors for LifeStream Blood Bank and the Board of Visitors for California Baptist University in Riverside, CA. He is also a former Board Member of the Corona-Norco United Way and is involved in the Circle City Rotary club, as well as his local church. In 2018, Ray was awarded the “40 under 40” award by the City of Corona, CA and was recognized by the U.S. Congress, California Senate and Assembly. In his free time, Ray enjoys hiking, golfing, and spending time with his wife, Amy, and their four children.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Raymond Prospero
- Completed on 1/6/2021

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