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Ezra A
CFP®, Series 66
Kirkland, WA
Raymond James Financial
Ezra Altaras is a CFP® with 20 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2020 and previously spent 12 years at Wells Fargo Advisors. He is the owner and managing director of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.
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