Raymond has earned the trust and esteem of countless individuals, families and businesses by providing sound financial guidance and tax-planning insights for more than two decades. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), he continues to deliver comprehensive personalized financial strategies, supplemented by considerable knowledge and experience in tax-related matters, including the tax- and estate-planning needs of family-held businesses. He has been instrumental in helping prosperous families grow and preserve wealth for future generations.
In addition to filling his role as a managing partner of Cora Capital Advisors, LLC, Raymond continues to serve as a partner at Baratz and Associates, P.A., which he co-founded in 1982. Before that, Raymond earned a BS in accounting from Rutgers University and established his career as an associate with Taylor & Taylor, CPAs in Cherry Hill, New Jersey.
Committed to advancing his industry, Raymond serves as president of the Estate and Financial Planning Council of Southern New Jersey and an active member of the American Institute of CPAs Tax Practice and Personal Financial Specialists Sections.
Outside the office, Raymond can be found in Shamong, New Jersey, enjoying the company of his wife Roseanne and two sons, Nicholas and Christopher.
* Recipients selected on the basis of client relationship and not the investment performance of the advisor. Past investment performance is not indicative of future results.