Raymond has helped individuals, families, business owners and institutions with meeting their financial goals for over two decades. He is currently a Financial Planner with Falcon Wealth Planning where he works directly with clients to help them with their overall financial plans using tax efficient strategies. 

Prior to joining Falcon Wealth, Ray was a Lead Planner with Facet Wealth, a financial technology company with a mission of providing access to financial planning to everyone, not only the wealthy. During his career, he has worked for Fidelity Investments and Ameriprise Financial, among other firms.  He has spent his entire career working in financial services and finance. 

Ray has earned a Bachelor of Arts in Economics and a Minor in Business Administration from the University of Vermont. In addition, he has earned the Certified Financial Planner designation and is a CFA Charterholder. 

Ray has two sons, RJ (Ray) and Colin. He enjoys spending time with his boys and his wife, Caitlin exploring the Boston area. Ray and Caitlin also have two rescue dogs, Alvin and Luna. In his free time, he enjoys golf, tennis, and playing guitar in a local band. He likes the local Boston sports teams and is a New York Giants football fan, but don't tell the local New England Patriot fans since they beat them twice in the Super Bowl! 

Professional Designations and Licenses: 

- Certified Financial Planner®

- Chartered Financial Analyst