Rebecca Saffran is a Series 66 licensed advisor with Raymond James Financial, based in San Diego, CA. She has six years of industry experience and has worked with Raymond James Financial Services Advisors since 2020. Prior to that, she held roles at Mission Fed Investment Services and Mission Fed Credit Union. 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 tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sreeni Rao is a financial advisor with Raymond James Financial in San Diego, CA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His work history includes roles at Mission Fed Investment Services, Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Mission Federal Credit Union, and Cuso Financial Services, Lp. 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, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports institutional consulting and portfolio management through a large advisor network.