Raffaele Mari

Employer firm

Global Wealth Management CRD 167025

$6.20M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2013 → Present
  Global Wealth Management
  Corona Del Mar, CA
• 01/1991 → Present
  Raffaele B. Mari, Cpa
  Newport Beach, CA

Other Businesses

RAFFAELE B. MARI, CPA 3334 E. COAST HWY, #101 CORONA DEL MAR, CA 92625 DIRECTOR TAX CONSULTING SERVICES 1991 - PRESENT 25% OF TIME ACTING IN THIS CAPACITY

Designations

• Certified Financial Planner