Raz Bracha, MBA

CERTIFIED FINANCIAL PLANNER™ at Summit Financial & Insurance Services
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Contact Information
us****@****om
(386) 825-5501
Location
Brea, California, United States, US
Skills

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Aug, 2022
    - Oct, 2024
  • Series 66 - Uniform Combined State Law Examination
    NASAA
    Feb, 2019
    - Oct, 2024
  • Series 7 - General Securities Representative Examination
    FINRA (Financial Industry Regulatory Authority)
    Oct, 2018
    - Oct, 2024

Experience

  • Summit Financial & Insurance Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CERTIFIED FINANCIAL PLANNER™
      • Mar 2020 - Present

      Summit Financial & Insurance Services is a comprehensive financial planning practice focused in three major markets: pre-retirees/retirees, young professionals, and business owners. By utilizing our various tools and resources, we create strategies that enhance upside potential while mitigating downside risk. Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Show less

  • Concord Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Advisor Development Manager
      • Sep 2018 - Aug 2020

      This role taught young advisors in their first 6 months of the business to understand and practice key skills and tasks of the everyday business. These advisors quickly learned to increase lead generation, set meetings, present material, and to craft their skills to create their own practice. While coaching these young professionals, I enhanced my passion for leadership and exceled as a development manager.

    • Financial Advisor
      • Jul 2017 - Apr 2020

      Concord Wealth Management serves HTK's Boston Agency.Concord Wealth Management offers clients a boutique-firm feel with big-firm service and support. We believe there's no single more important factor in life than the value of strong, personal relationships. That's why we're focused on delivering personal care and attention to each and every client.We serve individuals, families and small businesses throughout the New England area guiding our clients to financial solutions for all of life's stages.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 230 3rd Ave. 6th FL, Waltham, MA 02451 P: 781-966-2980 Concord Wealth Management is not affiliated with HTK. HTK is a wholly-owned subsidiary of the Penn Mutual Life Insurance Company. Show less

  • Compliance Technologies International, LLC.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Analyst
      • Mar 2017 - Jun 2017

      Division of IHS Markit - Tax Compliance Software Development - FATCA and Common Reporting Standards (CRS) due diligence and reporting - Outsourcing for document due diligence reviews - FATCA - Prepare high volume of Federal & state tax returns and related work papers - Detect suspicious trends and activity by monitoring transactions through high level of detail and various systems and applications - Utilization of multiple tax preparation software and Microsoft Office - Preparation of monthly and quarterly sales and use tax returns, annual property tax returns and annual reports and registrations. - Work with Tax Compliance Analyst team to share and implement new IRS regulations quickly and efficiently Show less

  • Texollini
    • United States
    • Textile Manufacturing
    • 1 - 100 Employee
    • Marketing Intern
      • May 2016 - Jun 2016

      Created a database for buyers to choose from 1,000+ different styles of fabric. Created a database for buyers to choose from 1,000+ different styles of fabric.

  • University of Massachusetts Lowell
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Athlete
      • Sep 2013 - Jun 2016

      D1 College Baseball Pitcher D1 College Baseball Pitcher

Education

  • University of Massachusetts Lowell
    Master of Business Administration (MBA), Business Administration and Management, General
    2016 - 2017
  • University of Massachusetts Lowell
    Bachelor of Business Administration (BBA), Finance, General
    2013 - 2016

Community

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