Broker Check
Raz Bracha, CFP®

Raz Bracha, CFP®

Partner

Raz Bracha, partner, and CERTIFIED FINANCIAL PLANNER™ at Summit Financial joined the firm in April 2020... right in the midst of COVID-19. Shortly after, Raz delivered on his goal of obtaining his CFP® designation and now oversees the planning process at Summit. In 2023, Raz physically bought into the firm and became a partner along with Jerry with the goal of not only maintaining the relationships but also creating new ones with the younger generation of clients.

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 bachelor's and master’s degrees at UMass Lowell in 4.5 years. Raz spent the first 3 years building his practice with former broker-dealer 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.