Investment Advisor Representative
Ray holds a Bachelor of Arts degree in business from the Mihaylo College of Business and Economics at the California State University, Fullerton. Over the last 18 years, he has built a very well-rounded career emphasizing business, accounting, and finance.
Ray has earned his Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) securities registrations. Ray also holds the California Department of Insurance licenses to serve in the capacity of a Life and Health Insurance Agent. Ray previously held the position of Director of Advisory Services and is well adept in investment research and relationship management. Today, Ray holds the position of Investment & Planning Advisor with Integrity Wealth Management.
In his free time, Ray enjoys entertaining at home, traveling abroad, and volunteering his time to the Big Brothers Big Sisters of Orange County. He encourages everyone to find small ways to give back every day.
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