Joe Raszewski, CFP®, is a seasoned fiancial advisor with over a decade of experience at First Foundation Advisors, where he serves as a Senior Wealth Advisor managing the financial planning and investment needs of high-net-worth clients. Joe provides tailored solutions focused on tax mitigation, estate planning, and multi-generational wealth transfer.
Joe’s financial expertise is built on a foundation that includes a Certificate in Financial Planning from the University of California, Irvine, a BS from the University of Pittsburgh, and an MBA from the Katz School of Business (University of Pittsburgh). Prior to wealth management, Joe had a successful career in strategic sales and alliance management at Nortel Networks (Software Offerings), SAP and IBM where he developed key business growth strategies and client partnerships.
He began his career at IBM as an Internal Financial Advisor in the Division of Advanced Packaging (Semiconductors), building a strong analytical background in financial operations. Joe’s comprehensive approach to advising, combined with his experience managing complex portfolios, makes him a trusted advisor to affluent individuals and families seeking financial security and legacy planning.
Phone: (949) 622-3739
Cell: (949) 512-6467
Joe.Raszewski@FirstSunAdvisors.com
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if First Foundation Advisors is engaged, or continues to be engaged, to provide investment advisory services.