Raymond J Carlisle
MBA, CFP®, FIC   What is this?
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Wealth Advisor
 
 

My Team

Mission Hills Financial Associates
 

My Regional Financial Office

SOUTHWEST REGION
 

My Address

7011 Koll Center Pkwy Ste 190
Pleasanton, CA 94566
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Licensing Information*

  • I am licensed to do business in NY and CA
  • CA Life/Health Insurance License 0C20178
  • CA Securities Insurance License 2973800
  • CA Variable Annuity Insurance License 0C20178
  • CA Variable Universal Life Insurance License 0C20178

*Licensing is available through your State Insurance Department's website, which can be located through the National Association of Insurance Commissioners website.

Raymond

Phone: 925-400-4006

ray.carlisle@thrivent.com

Role
As a wealth advisor, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with even the most complex financial needs. You decide what level of financial management service you want and I will provide it.

Approach
Today, it's common to have multiple financial goals and concerns. That's why we take a broad-based approach to serving our members. It's important to understand how different factors can affect your financial picture. We'll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. Our team can also assist you by providing a product- or issue-based solution, or we can take a values-based approach to preparing for your financial future.

Focus
I work with customers to help them with:

  • Protecting financial future
  • Saving and investing for financial goals
  • Preparing for or living in retirement
  • Estate planning strategies
  • Helping others

Experience

  • I have been with Thrivent Financial for 16 years.

  • I graduated with a Bachelor of Science in Civil Engineering from Illinois Institute of Technology in Chicago, IL

  • I graduated with a Master of Business in Administration from Illinois Institute of Technology in Chicago, IL

Involvement
I am married. I have 5 children. I am a member of Prince of Peace in Fremont, CA. I also was involved in a local Thrivent Builds project.

Team
I'm part of a team of financial professionals who share my commitment to service. That means I have the opportunity to work one-on-one with you to help you address your financial goals. At the same time, I have access to additional resources and the knowledge of other financial representatives on our team. The result is a more in-depth level of service that ensures your specific financial needs and goals are addressed.

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans is a faith-based, not-for-profit financial services organization with approximately 2.5 million members. As the nation's largest fraternal benefit society, we help members be wise with money and live generously. With more than $82.2 billion in assets under management and more than $6.1 billion in adjusted surplus (as of January 1, 2013), you can be confident in our financial strength and stability.

 

Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial.

Fee-based investment advisory services are available through qualified investment advisor representatives only.

 
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Team
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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA


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Awards
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Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA (Link opens in new window) and SIPC (Link opens in new window) member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only.

Trust and investment management accounts and services offered by Thrivent Trust Company are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

©1995- Thrivent Financial for Lutherans