Specialty
Born and educated in South Africa, Raoul is an experienced Financial Planner with over 20 years serving the needs of his diverse clients. He specializes in wealth management and financial strategizing for business owners, executives, and high net-worth individuals. Raoul fosters the management of his clients’ assets by focusing on retirement planning, investment strategies, tax strategies, insurance, estate planning and financial advisory. Driven by goals, Raoul supports his clients by creating a financial path that aims to ensure their life plans are achieved.
Licenses
Raoul’s registrations include securities Series 7, 63 and 65. Life and variable California Insurance License #0C84406.
Why at LCS
Raoul is a team player and believes in the value of being a group member. LCS provides an environment of professionalism, integrity, loyalty, and stability. Through his well-established relationships with his LCS colleagues, Raoul has access to a wealth of knowledge and insight that often supports his decision-making.
Interests
When not managing his clients’ wealth, Raoul enjoys film, hosting weekend barbecues, spending time at the beach, and watching and playing sports including golf and tennis. He loves to travel with his family, especially their annual trip to Mexico.