Photo of Raymond Prospero

Raymond Prospero

Partner Advisor, AdvicePeriod, LLC

Riverside, CA

My profile was last updated on 06/15/2021

Expertise

  • Estate Planning, Investing & Financial Planning, Phylanthropy & Charitable Gvng, Retirement Planning, Small Business Services, Special Needs Planning, Tax Planning & Preparation, Wealth Management

Languages Spoken

  • English

Minimum Assets Required

  • $500,000+

Designations Held

  • Chartered Financial Consultant Designation® (CHFC®) 2018
How I'm Paid

Fee Only

The advisor charges an hourly fee for their services collects a percentage of a client's assets under management. Asset management means the advisor is actively investing their client's money with the intent of increasing its worth.

Learn More About Advisor Costs & Fees