RAUL BENITEZ - Certified Financial Planner
Raul Benitez is an accomplished financial services professional, having dedicated over two decades to mastering this sector. Leveraging a wealth of industry experience, Raul provides exceptional, tailored financial planning to his clients. This enables them to achieve their short and long-term financial goals with confidence.
Having earned his certification as a financial planner seven years ago, Raul operates as an independent advisor, focusing on providing comprehensive and bespoke financial solutions that cater to his clients' unique needs. His experience caring for his special needs uncle has imbued him with a profound understanding of the tailored advice and care necessary for clients navigating similar life circumstances.
Before his tenure at LifeCraft, Raul made significant contributions at a series of esteemed firms, including Wells Fargo, Suntrust, LPL Financial, and J.P. Morgan Chase. His diverse professional journey has equipped him with a broad spectrum of industry insights and expertise, making him a reliable and skilled advisor.
Raul's academic credentials underpin his industry success. He graduated from Rhodes College in 2001, where he completed a degree in Business Administration and Economics. This solid academic foundation has played a crucial role in shaping his robust understanding of the financial services sector and his ability to deliver results-oriented financial solutions. personal financial planner retirement financial planner becoming a certified financial planner
Insurance Licensed in the State of Florida
Office Location: 101 NE 3rd Ave Suite 1500 Ft Lauderdale Fl 33301 personal financial planner retirement financial planner becoming a certified financial planner
Linda Pierre -Vice-President/Marketing Director
Linda specializes in Medicare and health insurance planning, with a focus on helping Florida Retirement System (FRS) members transition smoothly into retirement. Since 2013, she has played a key leadership role as Vice President and Director of Marketing, guiding individuals and families in selecting the most suitable health insurance policies.
With deep expertise in Medicare and health benefits, Linda also serves as a dedicated advocate when working with external vendors, ensuring clients receive the highest level of service and support.
She is a licensed insurance professional in the states of Florida and Alaska, and remains committed to simplifying the retirement journey for every client she serves. personal financial planner becoming a certified financial planner retirement financial planner
Edgar Castro- Registered Investment Advisor
Edgardo Castro, His main function is to help mass affluent and affluent client's build and manage wealth to reach their financial goals. Edgardo specializes primarily in retirement planning, social security, and defined benefit planning. Prior to joining Aragon Capital LLC, Edgardo has spent over10 years in the financial services industry with firms such as JP Morgan Chase, Wells Fargo Advisors, and HSBC Securities in the capacity of financial advisor and private banker.
Edgardo holds an AA in business administration from Wharton College in Texas and attended the University of Houston prior to serving 2 years in the United States Army. retirement financial planner personal financial planner becoming a certified financial planner
Insurance Licensed in the State of Florida
Office Location:101 NE 3rd Ave Suite 1500 Ft Lauderdale Fl 33301 becoming a certified financial planner personal financial planner retirement financial planner
SUNI Lama Ferriero - Insurance Representative
A High level of energy and a deep felt compassion for families drives Suni Lama-Ferriero in her insurance career. A successful global business woman for over decade in banking, investments and retail sales management she is an advocate for all members of the family with special reverence and respect in regards to insurance and planning.
Prior to joining LifeCraft Financial Suni was a insurance agent with Principal Financial. She started in the career as a Relationship/Business Banker and Licensed Banker with Bank United in Boca Raton, FL since 2006.
Suni was born in Nepal and speaks five languages fluently: English, French, Nepali, Hindi and Newari. She graduated from the People’s Campus in Kathmandu, Nepal with a Bachelor Degree in Commerce in 1997 and achieved her Diploma of 1er degree French Language and Civilization from the University of Lumiere Lyon II, Lyon, France in 1998/1999.
The family enjoys exploring and traveling the world when vacation time comes around. personal financial planner becoming a certified financial planner retirement financial planner
Insurance Licensed in the State of Florida and North Carolina . personal financial planner retirement financial planner becoming a certified financial planner