Razi is a financial advisor and the office lead in our Delafield, WI office. As a financial advisor, he works with clients who come from all walks of life and in different stages of their financial journey. Many of his clients are business owners and executives who have achieved great success and who are looking toward retirement and the next stage of their lives. They have often managed their own finances throughout their careers and recognize they now need an unbiased sounding board to help them achieve peace of mind as well as a guide to empower those around them to better understand the complexities of their wealth.
Razi is passionate about helping educate and guide people with their finances so that they can achieve their life goals. He also serves as a family confidante, a trusted partner, and someone people turn to when they need answers or when they are in a state of crisis or experiencing great change. There is nothing more rewarding to Razi than hearing a client say that they are no longer worried about their future because they’ve made smart decisions with their wealth.
Razi is a frequent author on financial topics and has been quoted in NerdWallet.com, ThinkAdvisor.com, NASDAQ.com and MarketWatch.com. He is active in his community and serves on the Finance Committee for the Jewish Federation.
“My primary goal in helping clients manage their wealth is to provide them with peace of mind. My role is to provide guidance, but also to listen and learn from my clients to understand what matters most to them. From there, we create a plan together that builds trust and confidence that lead to financial empowerment.”
- Client Relationship Manager at Lake Country Wealth Management
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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.