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Carl Raggio, Financial Advisor

FINANCIAL ADVISOR
Carl Raggio III

422 Broadway, King City, CA 93930opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • College Savings

About Carl

I want my clients to see a path towards a bright financial future. I take a lot of time exploring, anticipating and strategizing. My joy is seeing my clients feel at ease when I complete this process as we continue on a life-long relationship.

I spent many years as a commercial banker learning about and serving clients. This has exposed me to hundreds of businesses and understanding how each works. Those many years of experiences also enabled me to start, buy and sell a number of businesses in banking, real estate, technology and construction, to name a few. Along that path,...

Work History

  • Edward JonesMarch 2023 to Current
  • Yesterdays SportswearMarch 2018 to March 2021

Personal Interests

  • Cooking
  • Wine Collecting/Enthusiast
  • Spending Time with Family

Team Members

  • Jamie Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(831) 386-0702

Fax

(888) 616-3348

Office Address

422 Broadway
King City, CA 93930opens in a new window

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