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Rakesh P

Series 66

Pasadena, CA

Raymond James Financial

Rakesh Patel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. 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 clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Katrina S

CFA®, Series 66

Pasadena, CA

Raymond James Financial

Katrina Sable is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. She currently works at Raymond James Financial Services Advisors, Inc. and previously spent time at Stifel Independent Advisors, LLC and Wells Fargo Advisors. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Raffi T

Series 63, Series 65

Pasadena, CA

Raymond James Financial

Raffi Tutuyan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Stifel Independent Advisors, Wells Fargo Advisors, and Axa Advisors. Outside of his advisory work, he is involved in individual health insurance sales. 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 clients. The firm offers tailored, non-discretionary planning and investment consulting, employing risk profiling and modeling tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kenneth S

Series 63, Series 65

Pasadena, CA

Raymond James Financial

Kenneth Sanchez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Stifel Independent Advisors and Wells Fargo Advisors. Sanchez also serves as a financial and retirement instructor at Pasadena City College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementation through advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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