Broker Check
Roy Rasera
Roy Rasera
Pacific Advisors, CA Insurance License #0K12914 Financial Advisor
https://www.pacificadvisors.com/roy-rasera (503) 221-1226

Roy Rasera has been advising and coaching successful Couples, Professionals, and Business Owners with incomes in the top 5% of the country (~$200k+) on their macro-economic financial strategies for 20+ years. Roy holds 3 degrees from MIT and several financial designations. He has been recognized by Forbes/Shook Research as a top 5 Financial Security Professional* in Oregon since 2021, and throughout the last decade as a 5-Star Financial Professional* in Seattle and Portland Monthly Magazines. He is a member of Mensa, Past President of his Rotary Club, and Past President of the MIT Alumni Club of Oregon & SW Washington.

His unique blend of technical analysis, financial orchestration, and human connection enables his clients across the nation to enjoy and build wealth aligned with their values and ambitions. Roy focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. His goal is to help his clients live a good life for their whole life.  Since he meets with clients via internet, he is an adviser that can travel with you as your life and career paths change.

He lives with his wife Donna and their 2 children in Oregon, sings with the 4-man Portland vocal band “Strangers in Harmony/ThePillagePeople”, curates a YouTube gaming channel with his sons, and plays viola in a community orchestra.

*This award is not issued or endorsed by Guardian or its subsidiaries.


26 Feb
Bridging the Disability Gap -- Test Run

Description

Hi!

Because we have connected in the past, you are being invited to an Educational Webinar that may be of value.
This educational experience is about "Bridging the Disability Income Gap".

Who Should Attend?

  • Professionals and families looking to make sure they're adequately protected in case of a disability
  • Those who have a disability plan with their employer

Have you ever thought...

"Disability Insurance? - I think I have that through my work, and probably won't ever need it."

Let's hope you don't, but consider this:

  • If you’re under age 35, chances are one in three that you will be disabled for at least six months during the course of your career.*

  • Three in 10 workers who entered the workforce in 2007 will become disabled before retiring.*
  • Most disability policies cover 60-65% of your income. Would that be enough? Could you really get by?

*Source: https://disabilitycanhappen.org/disability-statistic/

Don’t let the vague knowledge of having some disability coverage through an employer keep you from truly assessing your options for better income protection.  

In this easy to understand webinar, we'll share:

  • An easy "stress-test" you can try in the best of times (rather than waiting for the worst of times)

  • How to identify what you really might need, versus what your plan may cover

  • Options for "bridging the gap" between your employer's coverage and what you need

Date and Time

Mon, February 26, 2024

1:45p - 3:00p PST

Location

Zoom

PT1H15M

Event Registration

Will you be able to attend this event?


Have a Question?