Ray Prospero Fiduciary Financial Advisor-AdvicePeriod / Financial Advisor in Riverside, California

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at a large Wall Street firm, where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient of Corona, CA's 40 under 40 award, recognized by US Congress, CA Senate and Assembly.

Giving back is important to Ray. He is on the Board of Visitors for California Baptist University, Board of Directors for LifeStream Blood Bank & the Board of Trustees for Vitalant, one of the nation's oldest & largest transfusion medicine organizations, providing services to almost 1,000 hospitals across 40 states.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Asset Protection College Planning Comprehensive Financial Planning Estate Planning ETFs Family Financial Planning Fee Only Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Stocks Wealth Management
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