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Ray J. Shreder, CWM® Personal Financial Advocate
Categories: Credentialed Personal Financial Advocate
Year established: 1985
Date updated: April 6, 2022
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Personal Financial Advocate

As your Personal Financial Advocate, I will be your financial coach/guide/educator, and ultimately the protector of your financial assets and financial well-being. In my PFA role, I sit on the same side of the table as you and look out for your best interests in an unbiased "no-product-sales" capacity. I will provide you with the information and guidance necessary for you to make informed and appropriate decisions with your money. My expertise and guidance will help you avoid making catastrophic and oftentimes irreversible financial mistakes with your current or planned financial product, service, or strategy. The subject's objectives, true costs, hidden risks, and probable outcomes are compared to your realistic risk tolerance, time horizon, acceptable costs, and performance needs. 

Armed with this information, you will be able to confidently make appropriate financial decisions and feel confident about your financial future,

Click on the "My Credentials" link below to view my professional history, credentials, academics, and services:

My Credentials

To schedule a free informational call with Ray, click on the Calendar icon below:

Credentialed Personal Financial Advocate
Business Size:
Financial Coach, Wealthcare Evaluation Service, WSE, Personal WealthCare Advocate, PWA
Fast Contact
United States
941 882-0811