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Razvan R
CFP®, Series 63, Series 65
Mission Viejo, CA
SP Asset Management LLC
Razvan Raicu is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with SP Asset Management LLC and has previously worked at Morgan Stanley Smith Barney and Wells Fargo Advisors. SP Asset Management primarily serves high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm employs fundamental securities analysis and asset-allocation strategies across various investment types, managing approximately $1.71 billion in client assets.
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