Raoul has worked as a Wealth Manager for over 20 years, including 18 years at his own firm, Mexico Advisor. He joined Pinnacle Advisory Group in 2016, bringing with him significant experience in planning and investment management, along with expertise in the complex issues of cross-border financial planning. In addition to being a CFP®, he obtained a master’s degree in financial planning and is an Enrolled Agent authorized to practice before the Internal Revenue Service. Born in Mexico City and having grown up in a bilingual and bi-cultural household, Raoul has traveled extensively and has lived as an expatriate in countries as varied as Venezuela, Sudan, and the Republic of Georgia.
What attracted you to the financial services profession?
Like many financial planners today, I got started in the industry by working as a stock broker in the international department of a large financial institution—in Mexico City. I grew unhappy with the sales culture and left the firm to pursue other opportunities in personal finance. While my wife and I were living as expatriates in Venezuela, I grew interested in a relatively new profession: financial planning. The more I learned about this new profession, the more I felt attracted to becoming a CFP®. It took a lot of effort, but I eventually earned my designation. The rest is history, as they say.
What is your favorite part of your job?
I really love learning about the lives, dreams, and goals of people. We are all so unique and interesting. I truly believe that we all have a purpose in life and when I can help others on their road to success, I feel like I’m fulfilling my own purpose.
What do you do for fun?
For many years, I have been deeply involved in the sport of fencing, both as an athlete and as a facilitator in helping Olympians in the U.S. and Mexico on their respective national teams. More recently, I’ve been enjoying road biking trips; last year I participated in ‘Cycle Oregon,’ a one week ride though the state that was spectacular. While I hate to run, I love the relay race ‘Hood to Coast’ that starts at the top of Mt. Hood and winds its way along a course to the Oregon coast. Now that I am in Florida, I am planning to explore kayaking. I hope to add this to my passion for gardening, cooking, and international travel.