Raymond joined Clifford Swan in 2026 as an Investment Counselor. As a Certified Financial Planner® professional, he develops customized wealth management strategies to help clients reach their financial goals. He works closely with clients to build comprehensive financial plans and manage portfolios tailored to their unique needs.

Raymond brings nearly a decade of experience from Northern Trust in Pasadena, where he served as an Associate Portfolio Manager working with high-net-worth clients. He began his career in financial services at U.S. Bank.

Outside of the office, Raymond enjoys spending time with his wife and two children, cheering for the LA Chargers, and staying current with movies and television shows.