Ray Bree
About Ray Bree
Raymond F. Bree, Jr. Founder and Wealth Manager
Raymond F. Bree, Jr. is the Founder and Wealth Manager of his firm. His role involves overseeing comprehensive financial planning and wealth management services. He ensures that the firm provides personalized financial strategies to meet clients' individual needs and goals. His responsibilities include client advisory, portfolio management, and financial planning.
Raymond F. Bree, Jr. CLU and ChFC Designations
Raymond F. Bree, Jr. holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. The CLU designation signifies his expertise in life insurance and estate planning, while the ChFC designation highlights his comprehensive knowledge in financial consulting, including investments, retirement planning, and risk management. These professional credentials attest to his advanced expertise in the financial services industry.