Rafael De Oliveira,  Retirement Plan Consultant at Fisher Investments in Phoenix, AZ

Rafael De Oliveira

Retirement Plan Consultant

Phoenix, Arizona

2425 E Camelback Road

Suite 660

Phoenix, AZ 85016

Directions to our Phoenix, AZ office

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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Tax Savings Guide for Business Owners

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Provider Evaluation Checklist

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The 401(k) Plan Cost Guide

As an employer offering a 401(k), you have a fiduciary responsibility to make sure your plan’s fees are reasonable.

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Fund Lineup Checklist

Quickly audit your fund lineup with this checklist

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One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.

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