Raul believes helping clients pursue personal financial wellness is extremely satisfying. Everybody is unique, and their unique situations require creativity, planning, and education. His goal is to create personalized long-term financial strategies reflecting client preferences, current needs, and longer-term goals.

Raul serves families, business owners, and corporate retirement plans. Being involved in helping families save and invest brings tremendous fulfillment. It is especially gratifying when clients reach the “aha” moment, realizing with confidence that their goals and lifestyle expectations are attainable.

Atlantic Family Wealth was created with these goals in mind. Raul founded this boutique firm to help focus on clients and their needs. With over two decades in the industry, he has learned that being independent allows him to creatively service the needs of many wonderful people.

Starting in 2003, Raul’s work experience includes employment with big New York firms (Merrill Lynch, Morgan Stanley, and Lehman Brothers) and independence beginning in 2009. He graduated with Honors from Florida Tech and earned an Executive MBA from the University of Miami.

When not working, Raul enjoys family time, boating, diving, and fishing. On land, his enjoyment comes from cycling, exercise, and cooking. He has been married to Vivian since their mid 20’s, and they share two beautiful daughters, Sami and Cristy. Sami is a Doctor of Medicine and Cristy is a personal fitness and yoga instructor. As a family, they live their passion for exercise and healthy living.