Kerry Lee is a financial advisor with Altamira Financial Group, LLC in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Financial Partners, LLC and LPL Financial. Outside of his advisory work, he is involved in media production through KCK Productions. Altamira Financial Group serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes tailored, goal-based asset allocation and combines macroeconomic themes with fundamental and technical analysis to construct diversified portfolios.

Gonzalo Rufatt is a CFP® with 21 years of industry experience, currently serving as an advisor at Altamira Financial Group, LLC since 2022. He previously worked at Financial Partners, LLC and LPL Financial, LLC. Altamira Financial Group provides portfolio management, financial planning, and retirement-plan advisory services to individuals, institutional clients, and trusts. The firm utilizes a goal-based investment approach that integrates macroeconomic themes and diversified asset allocation, coordinating with clients’ other advisors and offering ERISA fiduciary services.

David Risser is a financial advisor with Altamira Financial Group, LLC, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Altamira Financial Group since 2021 and has prior experience at Financial Partners, LLC and LPL Financial. Altamira Financial Group serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm uses a goal-based, tailored investment process that incorporates macroeconomic analysis and diversified portfolio construction, while also providing fiduciary plan services and access to multiple advisory programs.