Ray Bartolome

Chief Operating Officer

With 22 years in the financial industry, Ray is a veteran in the business. Prior to Falcon Wealth Planning, he served in various management positions at Charles Schwab & Co., Inc. for over 17 years and most recently was in management at TD Ameritrade for over 4 years.

He holds Series 7, 63, 66, 9 & 10 licenses and over the years, Ray has developed an expert skill set in handling finance and investments as well as management of large teams to help deliver a scalable process-oriented model.

Ray graduated with a Bachelor of Science degree in Physical Therapy. In his spare time, he enjoys gardening and travelling with his wife, Haidee. He is also an avid photographer, an occasional chess player and a full-time dad to their cute Maltese, Rocky Road.