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Tim Raftis, CFP®

Portfolio Manager

Prior to joining the firm, Tim spent over twenty years as a Director and Senior Equity Trader at ClearBridge Investments, where he was responsible for implementing the firm’s investment strategies. At B|O|S, Tim is responsible for providing investment management and financial planning advice to both private and institutional clients.

Tim lives in Moraga with his family.

Education
  • BA in Economics, Trinity College
  • Personal Financial Planning Program, University of California, Berkeley
Highlights
  • Tim Raftis is a CERTIFIED FINANCIAL PLANNER™ professional
  • Member of the Financial Planning Association (FPA)
  • Member of the Financial Planning Association of the East Bay
  • Member of the San Francisco Security Traders Association (SFSTA)
  • Series 65 License holder
  • Licensed by the California Department of Insurance as an Insurance Agent
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