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.


A Cheat Sheet for Sending Your Kid to College

Lifestyle Read Time: 3 min

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition.

Accept that the Parent-Child Dynamic Has Changed

Your child is always your child, and will need you as much as ever. However, parents need to understand that their role has transitioned from “supervisor” to “mentor.”

Make the Move Simple

Do not bring the moving van. Not only will it embarrass your child, but dorm rooms just aren’t that large. Bring only what’s appropriate.

Consider pre-ordering essentials (soap, bedding, shower caddy, etc.) for pick-up at a location by the school. This will save space whether your trip is by car or plane.

Don’t Leave “The Talk” to the Drop-off

While college represents a gateway to many wonderful experiences, parents will want to have a serious conversation about safety, responsible behavior, finances, and expectations about staying in touch.

Do not leave it for the drop-off. It is sure to sour the moment and may rush a conversation that deserves more time and mutual dialogue.

Time to Learn Financial Responsibility

Your child will need spending money. You may want to provide a debit card attached to an account that has a set sum for the full semester, or one that’s refreshed with monthly deposits. College is a perfect time to learn budgeting.

Take the Lead from Your Child

Let your child have the discretion to make decisions about what to bring. However important you think a dust skirt for the bed is, try to avoid fights. Let your child make a mistake. It’s the best way to learn.

Your child will likely send signals when it’s time for you to go. Listen to them. It’s time for him or her to begin connecting with new roommates. Expect that final “good-bye dinner” to be canceled since your child may prefer an impromptu introductory dinner with the new roommate.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

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