Raymond has earned the trust and esteem of countless individuals, families and businesses by providing sound financial guidance and tax-planning insights for more than two decades. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), he continues to deliver comprehensive personalized financial strategies, supplemented by considerable knowledge and experience in tax-related matters, including the tax- and estate-planning needs of family-held businesses. He has been instrumental in helping prosperous families grow and preserve wealth for future generations. In addition to filling his role as a managing partner of Cora Capital Advisors, LLC, Raymond continues to se