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Raffaele Mari, Cfa, Cpa, Cfp, Cgma

Intro Book

Financial expert with CFP, CPA, CFA, CGMA, and RIA certifications.

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Location

Newport Beach, California, United Sta...

Languages

English -
Italian -

Skills

Strategic Financial Planning
Tax
Financial Planners
Corporate Tax
High Net Worth Individuals
Financial Analysis
Investments
Portfolio Management
Wealth Management
Investment Management
Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s calculate this. Raffaele has a mix of certifications in finance, accounting, and wealth management, which are highly valued. His expertise in strategic financial planning, tax, and wealth management is also in demand. As a CFP, he can charge around $200-$300 per hour, but his CPA and CFA certifications add value. CGMA is another prestigious certification. Considering his expertise and certifications, I’d estimate his hourly rate to be around $250, which is in line with other high-end financial planners in California.

Bio

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Topline AI

Raffaele Mari is a seasoned financial expert with expertise in strategic financial planning, tax, and wealth management. He holds multiple certifications including CFP, CPA, CFA, CGMA, and RIA. Fluent in English and Italian, he serves clients in Newport Beach, California.

Credentials

CERTIFIED FINANCIAL PLANNER™ (CFP®)

CFP Board
Certified Public Accountant (CPA)

AICPA
Chartered Financial Analyst® (CFA)

CFA Institute
Chartered Global Management Accountant® (CGMA)

AICPA
Registered Investment Adviser (RIA)

California Department of Business Oversight

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Industry Focus. “Financial Services”

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Raffaele Mari, Cfa, Cpa, Cfp, Cgma

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate