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Raz Bracha, MBA

Raz Bracha, MBA

Financial Advisor / Investment Advisor Representative

Raz Bracha, MBA, is the Financial Planning Coordinator and is responsible for our “Growth Accumulation” division of Summit Financial & Insurance Services. He is the 2nd generation Bracha in the Financial Services industry, following his grandfather Shlomo Bracha who, in his late 70s, still runs his practice all over Europe and Israel. Raz specializes in working with young professionals looking to increase their net worth and pre-retirees focusing on creating a guaranteed stream of income in retirement.

Raz was raised in Irvine, CA before receiving a scholarship to play baseball at the University of Massachusetts, Lowell. While playing baseball, Raz was able to complete both his bachelors and master’s degree at UMass Lowell in 4.5 years. Raz spent the past 3 years building his practice in HTK’s Boston Agency, Concord Wealth Management, where he was named the Top 5 Emerging Advisor in the nation and was a recipient of Penn Mutuals’ President Scholarship award.

Now back in Orange County after 7 years in the Northeast, Raz enjoys basically anything that exemplifies the California sunshine. You can catch Raz walking with his golden retriever, Hurley, on the Beach City piers, surfing the waves of our local beach cities, golfing, beer and wine tasting, and of course, rooting on our backyard Los Angeles Angels of Anaheim.

 
Listed recognitions are based on first-year life insurance commissions and are not indicative of investment performance, client satisfaction, or the recipient's future success.