Ray Prospero Fiduciary Financial Advisor-AdvicePeriod / Financial Advisor in Riverside, California

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at Merrill Lynch where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient of Corona, CA's 40 under 40 award, recognized by US Congress, CA Senate and Assembly. Ray has been featured in various media, including Forbes, FOX Business and US News & World Report.

Giving back to the community is important to Ray. He is on the Board of Directors for LifeStream Blood Bank and the Board of Elders for Crossroads Christian Church and School.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Asset Protection College Planning Comprehensive Financial Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Fiduciary Financial Advisor Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Stocks Wealth Management