Raymond Dimuzio, CFP®

Ray is president of Southwest Wealth Strategies in Scottsdale, Arizona. He earned a bachelor’s degree in business administration from Northern Arizona University in 1999 and completed his CERTIFIED FINANCIAL PLANNER® professional designation in 2016. Ray began his career at Morgan Stanley in 2001 as a financial advisor, later becoming a vice president at Wells Fargo Advisors. In 2012, Ray helped establish Southwest Wealth Strategies, continuing his commitment to helping clients with their financial goals.

Ray focuses on financial planning, portfolio construction and market research, while providing leadership within the firm. He specializes in a holistic approach to wealth management incorporating retirement planning, insurance, asset management and wealth transfer strategies.

Ray prides himself on honesty and transparency. His work centers around helping clients achieve their financial goals by providing tailored strategies. He attempts to simplify the complex to help ensure clients feel confident in their decisions. Ray believes his strong work ethic and commitment to communication distinguish him in an industry that is becoming less personal.

Ray lives in Scottsdale, Arizona, with his wife, Lia, and their daughter, Gianna. Outside of work, he enjoys cooking, spending time with family and pursuing his passion for motorsports.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.