Raymond Duenas
My Story
I launched my career at Charles Schwab & Co. in 1999, where I served high-net-worth clients for several years. Later, I became independent, transitioning into personal investment advising. Currently, I work as a Financial Advisor in the Orlando area, bringing over 25 years of experience. My guiding principles are: “People Matter, Excellence First, and Integrity Always”, with a passion for teaching. I hold Series 7, 8, 63, and 65 securities licenses, as well as Florida Life and Health Insurance licenses.
I strongly believe that providing quality advice about a client's finances calls for a comprehensive approach. Managing investments must include considering one's tax strategy, risk tolerances or time horizons. Once I have a client-focused, comprehensive plan in place and reviewed regularly, I then work one-on-one with my clients endeavoring each day to help them pursue and achieve their goals. I am deeply grateful to all those who entrust me with the personal details of their finances and allow me to make career of being their trusted advisor. I also enjoy doing Estate Planning Seminars at local churches.
One of my passions is helping empower people to become better Stewards by providing them with all the tools they need to be better managers of what God has entrusted them with. In this capacity, my goal is to help them become successful at growing their own investments to the point where they themselves can eventually be generous givers.
I obtained my B.A. in Business Management at Embry-Riddle College in Daytona Beach, Florida.
I am here to help you! If you have questions on budgeting, or are looking for guidance in understanding Dave Ramsey's baby steps. I'd love to help! If you need encouragement as you pay off debt, I'd love to cheer you on! Or, if you're ready to take the next step into investing, I am very happy to give you guidance and help you get started. Let me know how I can assist you in your journey.
Setting up a free consultation with me is the best way to connect. During this session, I will guide you through foundational financial principles, and can be your coach as you walk through each step of your financial journey. You will find that having someone to walk you through a plan that works for you can be a tremendous source of inspiration for completing your financial goals!
