Roy Rasera, ChFC®, CLU®
Roy Rasera, advises and coaches successful Couples, Professionals, and Business Owners with incomes in the top 5% of the country (~$200k+) on their macro-economic financial strategies. Roy holds 3 degrees from MIT and several financial designations; has been recognized throughout the last decade as a 5-Star Wealth Manager in Seattle and Portland Monthly Magazines; and is a member of Mensa, Past President of his Rotary Club, and President of the MIT Alumni Club of Oregon & SW Washington. His unique blend of technical analysis, financial orchestration, and human connection enables his clients across the nation to build, enjoy, and bestow significant wealth aligned with their values and ambitions. Roy focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. His goal is to help his clients live a good life for their whole life. Since he meets with clients via internet, he is an adviser that can travel with you as your life and career paths change.
He lives with his wife Donna and their 2 children in Oregon, sings with the 4-man Portland vocal band “Strangers in Harmony”, and curates a YouTube gaming channel with his sons.
Registered Representative and Financial Advisor of Park Avenue Securities LLC, 2019-80268 Exp 5/21
Check the background of these professionals at BrokerCheck