Bachelors of Finance
Raymond Cui is a licensed Financial Planner for Strategic Financial Group. Raymond is a family man that takes care of his parents and was recently just married after a 10-year long relationship with his now wife. He first got into the financial services business 12 years ago as an intern at Strategic Financial Group. Growing up he noticed his own parents never talked about money. They only knew how to work hard and hide money under the mattress like many immigrant parents that come from war torn countries. Money topics were often taboo and were never openly talked about so Raymond decided to major in Finance at the Bauer College of Business at the University of Houston to seek out the knowledge and know how on how to properly manage finances. Raymond believes everyone should have a healthy relationship with their finances and financial planning should be fun and not a chore. He believes that the more efficient we are with our money, the more time we can have for our own goals, hobbies, and families. Raymond holds the following licenses FINRA Series 7, FINRA Series 66, Group 1 Life and Health License. He was also recognized by NAIFA – (National Association of Insurance & Financial Advisors) for the Rising Star Award in 2019.
ACE NextGen – Houston President
CEPA – Certified Exit Planning Advisor CPFA – Certified Planning Fiduciary Advisor
FINRA's Broker Check
Members Licences and Disclosures
Series 7, 66