Advanced Planning Consultant - Advanced Planning
Rafael joined Commonwealth in May 2022 as an advanced planning consultant. In this role, he provides financial planning support for our advisors, including estate, trust, charitable, education, business, and social security planning strategies. Prior to joining Commonwealth, Rafael worked as a subject matter expert for a MassMutual learning initiative and as a financial advisor at Lincoln Investment. He earned a bachelor’s degree in visual media from Emerson College, a master’s degree in financial planning from the McCallum Graduate School of Business at Bentley University, and a financial therapy certificate from Kansas State University. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. In his spare time, Rafael enjoys collecting vintage watches, teaching his Siberian cat new tricks, and reading books about the Cold War.