Broker Check

Roy Rasera 

CLU® ChFC®, CLTC®

Financial Advisor

 roy_rasera@pacificadvisors.com 

(503) 319-7697

 200 SW Market Street, Suite 1850 Portland, OR 97201

ABOUT ROY

Roy Rasera, advises and coaches successful Couples, Professionals, and Business Owners with incomes in the top 5% of the country (~$200k+) on their macro-economic financial strategies. Roy holds 3 degrees from MIT and several financial designations; has been recognized throughout the last decade as a 5-Star Wealth Manager in Seattle and Portland Monthly Magazines; and is a member of Mensa, Past President of his Rotary Club, and President of the MIT Alumni Club of Oregon & SW Washington.

His unique blend of technical analysis, financial orchestration, and human connection enables his clients across the nation to build, enjoy, and bestow significant wealth aligned with their values and ambitions. Roy focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. His goal is to help his clients live a good life for their whole life.  Since he meets with clients via internet, he is an adviser that can travel with you as your life and career paths change.

He lives with his wife Donna and their 2 children in Oregon, sings with the 4-man Portland vocal band “Strangers in Harmony”, and curates a YouTube gaming channel with his sons.

PATH OF CONFIDENCE ™

A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan. 

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DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?

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CONFIDENCE BEGINS WITH ORGANIZATION 

At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance. 

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW Market Street, Suite 1850 Portland, OR 97201 Ph (503) 221-1226. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0F17881. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.  Five Star award is not issued or endorsed by Guardian or its subsidiaries.