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Carl Raggio, Financial Advisor

FINANCIAL ADVISOR
Carl Raggio III

CEPA®
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

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

Jamie is the branch office administrator and graduated from King City High School. She received her BA in education from Western Governor's University and worked as a high school teacher prior to transitioning to the financial services field where she has ten years of experience. She is also a 5-year board member of the King...

Work History

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

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

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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