Tony Raia CFP®, RICP®

Partner
630-954-6855

Tony Raia is a graduate of the University of Dayton, where he earned his bachelor’s in Business Administration with a major in Finance in 1998.

Tony holds FINRA Series 7 and 66 registrations as well as state life and health insurance licenses. California Insurance License #0E11533. Arkansas Insurance License #7407961.

He became a Financial Consultant after seeing the extreme financial losses incurred by many people in his life through the downfall of the dot-com bubble; many of whom turned to him for guidance. Tony quickly realized that by focusing his career on financial services, he would be able to help people on a personal basis using a wider spectrum of resources.

Tony is a member of Elite Advisor Group, holds a CFP®, CERTIFIED FINANCIAL PLANNER™ professional designation, and is a Retirement Income Certified Planner, RICP®, through the American College of Financial Planning.

Born and raised in the Chicagoland area, Tony currently resides in Wheaton with his wife Jenny and children Samantha and Anthony. During his free time, he enjoys spending time with his family and friends.

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The RICP® (Retirement Income Certified Professional® ) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by email at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.