Headquarters

5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Financial Planner

Tim Raftis is a comprehensive, fee-only financial planner with Insight Wealth Strategies. With over 30 years in the financial services industry, Tim draws on his extensive experience to offer clients customized solutions to managing their wealth.  

Tim is a problem solver who works to simplify clients’ financial lives. He assists clients in identifying and prioritizing their various goals – including investments, tax planning, retirement income, and wealth transfer – then develops strategies customized to suit their personal circumstances and their own unique feelings and attitudes.  

Tim is passionate about building lasting relationships with clients through his commitment to providing exceptional personalized service. 

Tim grew up in Seattle, WA and Summit, NJ, and attended Trinity College in Hartford, CT, where he graduated with a BA in Economics. He received his certificate in Personal Financial Planning from UC Berkeley and completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.  

Tim lives in Moraga, CA with his wife Jennifer, and enjoys swimming, hiking, and golf. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.