PARTNER ADVISOR

Ray Prospero, JD, ChFC®

Biography

Ray Prospero, ChFC®, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily on key elements of the wealth management process and the fundamentals of estate and retirement planning strategies.

Ray launched his financial services career when he joined Merrill Lynch in 2010 after a legal career, where he was admitted to the U.S. Tax Court. While at Merrill Lynch, Ray was a Senior Vice President and was a member of their Circle of Excellence recognition club, reserved for top performing advisors nationwide. He holds a Juris Doctorate degree from the University of La Verne College of Law and earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services.

Giving back to the community is important to Ray. He is on the Board of Trustees for Vitalant, one of the nation’s oldest and largest nonprofit transfusion medicine organizations, providing blood services to almost 1,000 hospitals across 40 states. Ray is also on the Board of Directors for LifeStream Blood Bank and the Board of Visitors for California Baptist University in Riverside, CA. He is also a former Board Member of the Corona-Norco United Way and is involved in the Circle City Rotary club, as well as his local church. In 2018, Ray was awarded the “40 under 40” award by the City of Corona, CA and was recognized by the U.S. Congress, California Senate and Assembly. In his free time, Ray enjoys hiking, golfing, and spending time with his wife, Amy, and their four children.

Recognition and awards

  • Circle of Excellence (2018, 2019) Merrill Lynch. Awarded to top-performing advisors nationwide.
  • 40 under 40 (2018) City of Corona, CA, along with the Corona Chamber of Commerce. Awarded for contributions to business and community. With recognition by U.S. Congress, CA Senate and Assembly.

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