Celia A. Rafalko, CFP®
Financial Advisor, Retirement Benefits, Managing DirectorCelia Rafalko is the Director of Corporate Benefits and Retirement Services for Cary Street Partners LLC. She is the founder of Rafalko Advisors Inc. and has more than 30 years of experience in the brokerage and financial services industry. As a Registered Investment Advisor, she is under no obligation to outside investment providers. Instead, Celia is focused solely on helping her clients reach their financial and retirement plan goals.
Experience:
- Rafalko Advisors, Founder and Principal
- Wachovia Securities, Managing Director and Group Administrative Officer
Education/Certifications:
- Registered Investment Advisor
- CERTIFIED FINANCIAL PLANNERâ„¢Professional
- Securities Industry Institute at Wharton Business School
- Miami University, Bachelor of Arts in English