Tim Raftis
Financial Planner
- Role
- Lead Advisor at Insight Wealth Strategies, Llc
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tim Raftis
With over 30 years in the financial services industry, I draw on my extensive experience…
Experience
Lead Advisor
Insight Wealth Strategies, Llc
Jun 2021 — Present · San Francisco, CA, US
Education
University of California, Berkeley
Certificate in Personal Financial Planning
Trinity College-Hartford
BA, Economics
Skills
- Customized Investment Strategies
- Analytical Skills for Problem Solving
- Risk Management
- Retirement Planning - Personal and Institutional
- Teaching-Educating
- Socially Responsible Investing
- Portfolio Management
- Philanthropic and Endowment Management
- Personal Balance Sheet Management
- Net-Worth Analysis and Wealth Allocation
- Multi-Generational Family Wealth Advising
- Education Planning
- Behavioral Finance
- Capital Markets
- Client Relationship Building
- Wealth Management
- Wealth Management Services
- Wealth Accumulation
- Wealth Preservation Planning
- Multi-Generational Wealth Transfer
- Wealth Transfer
- Wealth Preservation
- Intergenerational Wealth Transfer
- Financial Planning
- Personal Financial Planning
- Holistic Financial Planning
- Financial Advisor
- Financial Advisory
- Equity Trading
- Electronic Trading
- Trading Strategies
- Trading
- Investments
- Financial Services
- Finance
- Equities
- Retirement Planning
- Securities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.