Raphael Luis Capili De Ocampo

Employer firm

Avier Wealth Advisors CRD 161077

$1.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 09/2016
  Student
  Puyallup, WA
• 09/2016 → 09/2017
  Pierce College
  Puyallup, WA
• 07/2018 → 05/2020
  Fred Meyer
  Bellingham, WA
• 07/2019 → 09/2019
  Enterprise Rent A Car
  Tacoma, WA
• 06/2020 → 10/2021
  Stabbert Maritime
  Seattle, WA
• 10/2021 → 01/2022
  Extended Travel
  Barcelona
• 01/2022 → Present
  Avier Wealth Advisors
  Bellevue, WA
• 09/2017 → 07/2018
  Western Washington University
  Bellingham, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-13

Designations

• Certified Financial Planner