Raymond Anello, CFP®, CFA®, ChSNC®

Raymond Anello is a Financial Advisor with Planning Alliance. Ray’s passion and dedication are paramount in helping clients improve their overall financial position.

Ray joined Planning Alliance where he can cultivate his strong desire to always put the clients’ needs first. Prior to this, Ray was an Investment Manager with RS Investments (formerly Guardian Life), Oppenheimer Funds, and Invesco. In 2021, Ray decided to pursue financial planning and wealth management.

As a Financial Advisor, nothing inspired him more than a business executing their plan to grow cash flow generation, while strategically navigating their financial position. As a Financial Professional, helping clients navigate the complex financial landscape, improve generational wealth, and achieve personal goals is what inspires him most.

 Ray has a Bachelor of Business Administration in Finance from Iona University and a Master of Business Administration in Accounting from Baruch College. He also holds the Chartered Financial Analyst (CFA) designation. Ray serves on the Investment Committee at Xaverian High School and mentors at Iona University.

Ray enjoys listening to a variety of music, as well as watching baseball and managing his personal investments. He was formerly a baseball pitcher and played in two World Series: The Babe Ruth World Series in Davenport, IA and the Mickey Mantle World Series in Memphis, TN. Ray also enjoys the gym and spending quality time with his family.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America®