Raul Berina

Senior Vice President, Wealth Advisor
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Client Focus
Corporate Executives
Corporate Employees
Entrepreneurs & Small Business Owners
Pre-Retirees
areas of Expertise
Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning
qualifications
BS in Business Administration, Concentration in Finance & International Economics, Fordham University
Executive Certificate in Financial Planning, Fordham University
Locations served
Hudson Valley, NY
Nationwide
Hudson Valley, NY
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Meet the
team
about
Raul Berina

Raul Berina bridges the gap between institutional investment strategy and practical tax, retirement, and business planning. Having successfully pivoted from Wall Street to launching his own business, he understands the complex demands his clients face. By intentionally limiting his practice size, Raul provides the proactive wealth management necessary to align clients' capital with the lives they want to build.

After two decades as an international investment banker, including as a former Director at BNP Paribas, Raul recognized that clients need more than just a spreadsheet—they need a fiercely protective fiduciary. He transitioned to wealth management to deliver Wall Street acumen with a deeply personal focus. Raul joined Farther because its intelligent technology eliminates operational friction, giving him the time to focus entirely on his clients' outcomes.

Rooted in the Hudson Valley, Raul returned home to raise his two sons. He gives back by mentoring students at Fordham University and Don Bosco Prep, and by running a youth tennis non-profit. Outside the office, he is an avid tennis player, an enthusiastic home cook, and looks forward to his annual trip to Italy with lifelong friends.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

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.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

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.

How does your proprietary technology enhance, rather than replace, human investment expertise?

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.

How do I know my information and my wealth are safe on Farther’s platform?

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.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

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.

Page Updated on:
Jul 6, 2026