Profile: Richard Raby, Asset Management for Creative Financial Group

April 1, 2015   ·   By   ·   Comments Off on Profile: Richard Raby, Asset Management for Creative Financial Group   ·   Posted in News

Richard Raby, portfolio manager with Creative Financial Group, came to the company in 2000 looking for a position offering more face-to-face interaction with his clients. “I was working with E*TRADE when I heard of the opportunity at Creative,” he says. “I was looking for something less transaction-based and more relationship driven, and I found exactly that.” Richard enjoys the opportunity to see the tangible results of his work. “My role as a portfolio manager at Creative can be a little dry: number-driven and results-oriented. However, when you work with a team of financial advisors, the depth of field is greater. You get to see how your decisions affect your client’s retirement, grandkids, children, and travel plans. You play an integral part in helping them reach their dreams, and that drew me to work as a portfolio manager with the group of financial planners at Creative Financial Group.”

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