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 and Registrations:
Raoul’s registrations include securities Series 7, 63 and 65. Life and variable California Insurance License #0C84406.
Why Liberty Capital Management:
Raoul is a team player and believes in the value of being a group member. LCM provides an environment of professionalism, integrity, loyalty, and stability. Through his well-established relationships with his LCM colleagues, Raoul has access to a wealth of knowledge and insight that often supports his decision-making.
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.
States in which Registrations are held:
Raoul holds security licenses in Alaska, California, Texas, and Utah.
Raoul lives in Irvine, California with his wife Nadine, a clinical social worker and psychotherapist, their three children and two Goldendoodles. Raoul has extended family in Canada, Israel and South Africa which renders him a citizen of the world.