Financial Advisor
Current
Mar 2024 - Present
AeroLeads people directory · profile
Rasheem Banks, Cfp® Email & Phone Number
Financial Advisor at San Luis Wealth Advisors
at
San Luis Wealth Advisors
2 work emails found
@fidelity.com
2 phones found area 203
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at San Luis Wealth Advisors
Location
Greater Boston, United States, United States
Who is Rasheem Banks, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rasheem Banks, Cfp® is listed as Financial Advisor at San Luis Wealth Advisors at San Luis Wealth Advisors, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 203, and a matched LinkedIn profile for Rasheem Banks, Cfp®.
Rasheem Banks, Cfp® previously worked as Financial Advisor at San Luis Wealth Advisors and Financial Consultant at Fidelity Investments. Rasheem Banks, Cfp® holds Bachelor Of Applied Science (B.A.Sc.), Finance from University Of Connecticut School Of Business.
Company email context
Email format at San Luis Wealth Advisors
This section adds company-level context without repeating Rasheem Banks, Cfp®'s masked contact details.
*@fidelity.com
71% confidence
AeroLeads found 2 current-domain work email signals for Rasheem Banks, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Rasheem Banks, Cfp®
As a Certified Financial Planner™ and after holding various roles in the Financial Services Industry, I am committed to partnering with clients to help them clarify, obtain, and understand their specific financial goals.Licensing/Designations:I hold the CFP®, Series 7, 63, and 66; I also hold the life/health insurance license for California.
Listed skills include Series 63, Series 7, Series 66, and Life Insurance.
Current workplace
Rasheem Banks, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Rasheem Banks, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Dec 2016 - Mar 2024
Investments Consultant
Apr 2015 - Dec 2016
Relationship Manager
Oct 2013 - Apr 2015
Financial Representative
Jun 2012 - Oct 2013
Defined Contribution Representative Ii
May 2011 - Jun 2012
1 education record
Rasheem Banks, Cfp® education
-
University Of Connecticut School Of Business
FAQ
Frequently asked questions about Rasheem Banks, Cfp®
Quick answers generated from the profile data available on this page.
What company does Rasheem Banks, Cfp® work for?
Rasheem Banks, Cfp® works for San Luis Wealth Advisors.
What is Rasheem Banks, Cfp®'s role at San Luis Wealth Advisors?
Rasheem Banks, Cfp® is listed as Financial Advisor at San Luis Wealth Advisors at San Luis Wealth Advisors.
What is Rasheem Banks, Cfp®'s email address?
AeroLeads has found 2 work email signals at @fidelity.com for Rasheem Banks, Cfp® at San Luis Wealth Advisors.
What is Rasheem Banks, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 203 for Rasheem Banks, Cfp® at San Luis Wealth Advisors.
Where is Rasheem Banks, Cfp® based?
Rasheem Banks, Cfp® is based in Greater Boston, United States, United States while working with San Luis Wealth Advisors.
What companies has Rasheem Banks, Cfp® worked for?
Rasheem Banks, Cfp® has worked for San Luis Wealth Advisors and Fidelity Investments.
How can I contact Rasheem Banks, Cfp®?
You can use AeroLeads to view verified contact signals for Rasheem Banks, Cfp® at San Luis Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Rasheem Banks, Cfp® attend?
Rasheem Banks, Cfp® holds Bachelor Of Applied Science (B.A.Sc.), Finance from University Of Connecticut School Of Business.
What skills is Rasheem Banks, Cfp® known for?
Rasheem Banks, Cfp® is listed with skills including Series 63, Series 7, Series 66, and Life Insurance.
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