About Rafael
Rafael consults with mid-sized businesses to create and upgrade retirement plans so that they meet the needs of owners and employees. Having grown up in a family of entrepreneurs, Rafael understands the challenges of juggling the day-to-day while planning for the future. He uses his expertise and experience to help business owners make decisions that make sense.
He began his financial services career as a bank teller at Well Fargo and worked his way up to become a banker before moving to Merrill Edge to serve as a financial advisor. He speaks fluent Spanish and Portuguese.
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