Razi is a Senior Vice President and Advisor in our Delafield office, also serving as the office lead. He has been with the firm since 2014, when he joined predecessor firm Lake Country Wealth Management.

Previously, Razi worked as an account representative with EGL USA and as an associate account manager with B&H Photo Video. Continuing to work with clients and deliver high levels of service, he served as a Client Relationship Manager when he joined the team, working day-to-day help them achieve their financial objectives. Now as an advisor, he engages with clients to develop strategies that work best for them.

Previous Experience

  • Client Relationship Manager at Lake Country Wealth Management
  • Associate Account Manager at B&H Photo Video
  • Account Representative at EGL USA
  • Research Assistant/Staff Assistant at Nishma

Education & Credentials

  • BA, York University, Economics, summa cum laude
  • Certified Financial Planner

 

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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