• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

  • Home
  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

Ray Dimuzio, CFP®

President, Senior Partner, CFP®

  • 480-397-7553
  • 480-397-7560
  • Ray@SouthwestWealthStrategies.com

Ray serves as President and Senior Partner with Southwest Wealth Strategies, LLC. Ray has over 20-years of experience in financial services, working for two of the largest brokerage firms in the industry.

Ray began his career in 1999 as an insurance agent and long-term care specialist. In 2001, Ray became a Financial Advisor with Morgan Stanley, focusing in the areas of retirement and estate planning strategies. From to 2004-2011, Ray was a Financial Advisor and Vice President with Wells Fargo Advisors and its acquired firm Wachovia Securities. Ray joined Southwest Wealth Strategies in 2012.

Ray has built his business over the years guiding clients through the investment process with a focus on the process and not products. Ray emphasizes retirement and estate planning strategies, asset management platforms, and income distribution strategies to help clients achieve their goals.

Ray enjoys spending his free time outdoors – skiing, hiking and fishing. He also enjoys spending time with family and friends.

Education, Licenses and Credentials

Northern Arizona University, 1999

Bachelors of Science in Business Administration – Management

FINRA Series 7, 63, 65 registrations and Arizona Life and Health licenses

CERTIFIED FINANCIAL PLANNER™ professional

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

California Insurance License #: 0I46173

Check the background of this financial professional on FINRA’s BrokerCheck

 

Let’s talk about your needs

Get in touch with us and schedule a time to go through your goals.

Reach Out Now

Footer

Social

See what we're up to by following along on social media.

  • LinkedIn

Contact

Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
Get directions
480-397-7550
Contact

Navigation

  • Home
  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

Newsletter

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.


Southwest Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


PPG-135150 (Rev. 7/20) (Exp. 7/24)


Copyright © 2023 · equitable.com · Privacy Policy · Log in