Rafael Velez Email and Phone Number
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30+ years of providing customized financial advice to successful individuals and businesses. Founding partner of Summit Financial Advisors, LLC. Since 1998, Summit Financial Advisors, LLC has been an SEC Registered Investment Adviser providing wealth management services to clients in the San Francisco Bay Area and around the world. The independent firm, operating in a fiduciary capacity, combines a total wealth management approach to wealth management strategies including asset management.A proven track record navigating the many complexities accompanying significant or concentrated wealth. Raf holds the AIF® professional designation by the Center for Fiduciary Studies in 2002. The Center for Fiduciary Studies is the first full-time training and research facility for fiduciaries. The Center, associated with the Center for Executive Education, Joseph M. Katz Graduate School of Business, University of Pittsburgh. He is a 2023 candidate for the Certified Private Wealth Advisor (CPWA®) designation through the Investments & Wealth Institute and Yale School of Management. Specialties: Managing Stock Options, Low Cost and Tax Efficient Asset Management, Retirement Income, Charitable Strategies for Estate Planning and Qualified Retirement Plans for Business Owners
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Regional President | Senior Managing DirectorMai Capital ManagementCalifornia, United States
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Managing DirectorSummit Financial Advisors, Llc May 1998 - PresentSan Mateo, CaNavigating the many complexities accompanying significant or concentrated wealth. I have extensive experience with navigating the risks and opportunities of equity-based compensation and concentrated wealth, strategies to help reduce the impact of taxes and mistakes, transitioning into a work-optional lifestyle or retirement, and maximizing the impact of charitable giving. -
Vice President, Retirement PlanningCiti Oct 1995 - Apr 1998 -
Senior Financial Advisor & Training ManagerAmerican Express May 1991 - Oct 1995
Rafael Velez Skills
Rafael Velez Education Details
Frequently Asked Questions about Rafael Velez
What company does Rafael Velez work for?
Rafael Velez works for Mai Capital Management
What is Rafael Velez's role at the current company?
Rafael Velez's current role is Regional President | Senior Managing Director.
What is Rafael Velez's email address?
Rafael Velez's email address is ra****@****ape.net
What is Rafael Velez's direct phone number?
Rafael Velez's direct phone number is +165061*****
What schools did Rafael Velez attend?
Rafael Velez attended Menlo College, University Of California, Los Angeles, University Of California, Riverside.
What skills is Rafael Velez known for?
Rafael Velez has skills like Investments, Retirement Planning, Financial Services, Public Speaking, Estate Planning, Retirement, Wealth Management, Entrepreneurship, Portfolio Management, Strategic Financial Planning, Mergers, Strategic Planning.
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Rafael Velez
Customer Service Driven Individual With Experience In Both Retail And Healthcare Settings. Fell In Love With Helping Others With My First Job At A Supermarket And Haven’T Looked Back Since!United States -
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