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Raffi joined KWM Wealth Advisory in early 2018 and supports research and analysis, operations, and client service. He helps clients plan for their future during both the wealth accumulation and wealth distribution phases of life.
Prior to joining KWM Wealth Advisory, he held positions with Wagner Stott Bear Specialists on the New York Stock Exchange, Witenberg Investment Companies and most recently with AXA Advisors. During his 23 years of experience, Raffi has developed a passion for trading and retirement planning.
Raffi earned his Bachelors of Science degree from Long Island University/ CW Post in New York. He holds the Series 7, 63, 65, and 24 FINRA registrations and a CA Life & Health Insurance license.
Raffi moved to California from New York in December 2001. In his spare time, he enjoys spending time with his wife and two kids, helping coach his son’s baseball team and teaching his daughter about the stock market and investments.
CA Insurance License Number: 0H44110. Resident State CA.
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