Tim Raftis, CFP
Insight Wealth Strategies
Certified Financial Planner in San Ramon, CA
Address:5000 Executive Parkway, Suite 420
San Ramon, CA 94583
About Tim Raftis
Tim Raftis is a financial professional at Insight Wealth Strategies located in San Ramon, California. Tim Raftis holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Tim Raftis provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Tim Raftis5000 Executive Parkway, Suite 420
San Ramon, CA 94583
Phone Number:
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Website:
http://insight2wealth.com
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