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.


the road to

FINANCIAL WELLNESS

- ACHIEVING FINANCIAL WELLNESS - 

To achieve financial wellness you must first understand financial literacy.

Financial literacy refers to the ability to understand and apply different financial skills effectively. Being smart about money is more important than ever. As life expectancy increases, we need to make sure our finances can last during these exciting years in our lives. Where should I buy my morning coffee? How should I invest for retirement? How financially literate are you? 

No matter your stage in life, financial wellness can help create the life you desire. The following articles may help you achieve financial wellness. 

- FINANCIAL WELLNESS AT ANY AGE - 



Make investing part of your overall strategy.

Being smart about money is more important than ever. As life expectancy increases, we need to make sure our finances can last during these exciting years in our lives. 

Learn more about increasing your financial wellness

- INFLATION - 

- MARKET VOLATILITY - 



The market can be unpredictable - up one day and down the next. Prepare for volatility today

7 ways to prepare for volatility in the market

Are you prepared to handle market volatility

How to help protect against market volatility

Data and rates used were indicative of market conditions as of the date shown. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. This material is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation. Indices are unmanaged and one cannot invest directly in an index. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Past performance is not a guarantee of future results.

Park Avenue Securities LLC (PAS) is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian). PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-163040 (Exp. 10/25)

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