Raymond began his journey in wealth management as a retirement planner where he worked exclusively with corporate employees from Fortune 500 companies helping them plan for the transition into retirement. This invaluable experience taught him the importance of financial planning and how financial aspirations may differ, thus requiring unique investment strategies tailored to your needs.
A good financial plan should be a living and breathing plan that changes and grows with you as you reach milestones. It should serve as a roadmap to navigate through life’s obstacles. Raymond uses a holistic approach to serve individuals, families and business owners to account for Trust and Estate Tax planning, Retirement Income and Risk Management necessities. He has extensive experience with income planning to maximize your Pension, Social Security and other sources of income to produce a comfortable future.
Raymond is a Bay Area native and grew up in the East Bay. He loves to travel and learn about different cultures by sharing food and stories. His most recent trip abroad was to the Philippines, Vietnam and Hong Kong.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
