Raul Isern
- Role
- Wealth Management Advisor, Cfp at Atlantic Family Wealth
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Raul Isern
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and…
Experience
Wealth Management Advisor, Cfp
May 2014 — Present
Education
University of Miami Herbert Business School
MBA, International Business
2000 — 2002
Skills
- 401(K) Retirement Savings Plans
- Structured Finance
- Strategic Financial Planning
- Performance Attribution
- Investment Advisory
- Equities
- Investment Strategies
- High Net Worth Individuals
- Financial Services
- Series 63
- Mutual Funds
- Estate Planning
- Finra
- Alternative Investments
- Capital Markets
- Loans
- Bloomberg
- Asset Management
- Investment Management
- Wealth
- Retirement
- Asset Allocation
- Fixed Income
- Bonds
- Financial Planning
- 401k
- Securities
- Portfolio Management
- Finance
- Private Banking
- Due Diligence
- Banking
- Series 7
- Employee Benefits
- Wealth Management
- Financial Analysis
- Hedge Funds
- Retirement Planning
- Wealth Management Services
- Strategic Planning
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