Carlos M. Raimundo, Cfp®
About Carlos M. Raimundo, Cfp®
Carlos M. Raimundo, CFP®, is a Wealth Strategy Associate at The Feldman Group, where he has worked for over 26 years. He has extensive experience in wealth strategy and holds an MBA from Seton Hall University and a BA from Rutgers University - Newark.
Work at UBS
Carlos M. Raimundo has served as a Wealth Strategy Associate at UBS within The Feldman Group since 2004. He has accumulated 20 years of experience in this role, focusing on providing wealth strategy services to clients in the Greater New York City Area. His tenure at UBS is marked by a commitment to helping clients navigate complex financial landscapes and develop tailored wealth management strategies.
Education and Expertise
Carlos M. Raimundo holds an MBA in Finance and Management from Seton Hall University, where he studied from 1984 to 1993. He also earned a BA in Management and Finance from Rutgers University - Newark, completing his studies from 1979 to 1984. His educational background provides a strong foundation for his expertise in wealth strategy, enabling him to effectively address client needs.
Background
Carlos M. Raimundo began his career in the financial services industry at Oppenheimer & Co., where he held various roles from 1997 to 2004. His experience at Oppenheimer & Co. contributed to his extensive knowledge in wealth management and strategy. He has been with The Feldman Group for over 26 years, combining his time at both UBS and Oppenheimer & Co., and has operated primarily in the Greater New York City Area.
Achievements
Carlos M. Raimundo has developed a significant career in wealth strategy, with over 26 years of experience in the field. His long-standing association with The Feldman Group and his role at UBS reflect his dedication to providing comprehensive financial solutions. His extensive experience positions him as a knowledgeable resource for clients seeking wealth management services.