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Kerry L
Series 63, Series 66
Santa Fe, NM
Altamira Financial Group, LLC
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 R
CFP®, Series 66
Santa Fe, NM
Altamira Financial Group, LLC
Gonzalo Rufatt is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Altamira Financial Group, LLC since 2022. Prior to this, he worked at Financial Partners, LLC and LPL Financial, LLC. Altamira Financial Group advises individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering tailored portfolio management, financial planning, and retirement-plan advisory services. The firm integrates goal-based asset allocation with macroeconomic, fundamental, and technical analysis to construct diversified portfolios and serves in ERISA fiduciary roles when engaged.
David R
Series 63
Santa Fe, NM
Altamira Financial Group, LLC
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.
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