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Raymond Penzi

Vice President at The Warner Companies

Raymond Penzi is a seasoned professional specializing in comprehensive financial and benefit consulting for affluent individuals, banks, public and privately held companies. His expertise lies in creative estate tax planning, executive benefit and compensation design. Additionally, he educates young physicians nationwide on the importance of 'own occupation' individual disability insurance.

Raymond has a robust background in managing strategic initiatives, business development, and client relationship management. He excels in developing and overseeing strategic partnerships and collaborative professional teams to deliver top-notch wealth management services.

Third-party posts on Raymond's profile do not necessarily represent the views of M Financial Group, Inc., its Subsidiaries, Associated Persons or Affiliates. Please note that the information shared is for general purposes only and should not be construed as personalized advice. To get specific recommendations, reach out to Raymond directly or seek guidance from another qualified professional.

Raymond Penzi's academic journey includes a B.S. in Finance with a minor in Management from Fairfield University. He also pursued studies at Florence University of the Arts and completed education at Chaminade High School.

Currently, Raymond holds the position of Vice President - Private Client at The Warner Companies. Previously, he served as the Senior Vice President at Heritage Strategies, LLC, and held the role of Institutional Equity Sales at Sidoti & Company, LLC.

Raymond Penzi
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Location

United States