Raymond B. Dietz is an independent Financial Advisor because he enjoys acting on his independent thoughts while putting client’s interests first. Helping people get to where they want to go and being there when they need him is a major part of why he does this today.

Ray started in the business in 1999. He has well over 20 years of experience in the financial services industry. He has the series 7, 63, and 65 licenses. He is CTEC Certified for tax in California. He has the Life and Health Insurance license in Ohio, California, as well as other states. Finally, he keeps up with C.E. to help clients with Medicare needs each year. His educational background includes The Certificate in Personal Financial Planning from UCLA Extension, M.A. The Ohio State University, and a B.S. in Finance from Villanova University. These qualifications and experiences coupled with a focus on maintaining knowledge and contacts in all 4 regions of the country combine to give people the advice they need when they need it.

The most entertaining moments for Ray are watching his kids perform. Whether that would be in soccer, golf, basketball, piano, or new activities that come and go in a child’s life. These are his favorite relaxing / entertaining moments. He also coaches his son in basketball and enjoys watching all the kids he coaches grow academically, athletically, and socially. To keep tabs on all of these kids, he volunteers to read to the kids at school, attends teacher conferences, and tries to be in the schools as much as he can to know what is going on. Through the years, he has spoken at community functions, events, graduation celebrations, and other occasions for various reasons. In his younger years, he attended nearly every event at Town Hall L.A. for a few years and that led to special invites to events such as The British Consulate response to 911, UCLA and Cal State Dominguez Hills special event invites (3 time Olympic Medalist Carmelita Jeter reception, Rafer Johnson events). Other interactions include German American Chamber of Commerce events, Address to The Kent Roosevelt High School Commencement, and Ray was the Keynote speaker at The Cleveland South High School Senior Awards in another year. In short, Ray likes to be places to interact with a wide array of people as it makes him whole, connected, and prepared.