Rafael Nani immigrated to the United States in 2012, bringing with him a strong entrepreneurial spirit and a proven track record of building successful businesses. Over the years, he has established and managed several thriving ventures, leveraging his expertise in financial strategy, wealth creation, and business growth.

Rafael’s passion for financial planning and wealth management, initially cultivated through managing his own and his family’s assets, naturally evolved into a professional career as a Financial Advisor. Today, he applies his deep knowledge and entrepreneurial mindset to empower his clients in achieving their financial goals.

He chose Proxy Financial as the ideal platform to deliver his services due to the firm’s commitment to eliminating conflicts of interest. At Proxy Financial, Rafael is free to perform his fiduciary role with integrity, always prioritizing what is best for his clients. This alignment with his values allows him to provide personalized strategies designed to help clients grow, protect, and manage their wealth.

Rafael’s mission is to build long-lasting relationships based on trust, transparency, and results. Whether guiding individuals, families, or business owners, he is dedicated to creating financial plans that instill confidence and secure a prosperous future.