About us

Raisa has over 25 years of experience in the financial services industry and holds an MBA from Boston University. She has led projects at both major financial institutions and smaller investment firms. Raisa is known for her personalized, detail-oriented service that focuses on each client’s goals. She believes financial planning is valuable for everyone, no matter where they are in their journey. Her approach is about building trust, offering support, and helping people feel confident about their financial future.

Raisa