Raymond G. Giese, MS, CFP®

Raymond G. Giese, MS, CFP®

Financial & Career Coach

I have helped people become financially independent for more than thirty years, including serving as a Financial Advisor with a national investment services firm, Volunteer Instructor for local investment clubs, and serving as a pro bono CERTIFIED FINANCIAL PLANNER™ Professional for members of the military.  Growing up in a large working class family, I learned at an early age that if I wanted something, I needed to work and save to achieve the outcome.  The lessons I learned and experience I gained during my formative years stay with me to this day – “work hard and do your best, be a dedicated and honest contributor, support others as best you can, and make the most of the opportunities you get – In the end you will earn what you deserve.”  I bring these life lessons in my work as a Financial & Career Coach with Fiscal Fitness Clubs of America.

I earned a Master of Science in Personal Finance from Kansas State University. I'm also a Highlands Certified Consultant, offering unique services in Career Readiness Assessment and Coaching to help my clients maximize their lifetime of earnings and reach greater personal fulfillment from their careers – leading to opportunities for my clients to stay out of debt, save and invest for long-term goals, while achieving a greater sense of purpose and satisfaction with life.  My lifelong passion led me to join Fiscal Fitness Clubs of America, which is devoted exclusively to personal financial education, planning, and mentoring.  I also specialize in helping corporate employees make the most of their company benefits and development of simplified, low-cost, yet effective investment portfolios that match my client’s tolerance for risk while helping them achieve long term goals.

My desire is to help you achieve financial freedom - aligning your purpose, your passions, and your paycheck to live the life you want."


Credentials

Areas of Expertise:

  • Career Readiness Assessment & Ongoing Coaching
  • Foundational Financial Planning for Families & Young Adults
  • Financial Planning for Corporate Employees – Maximizing Employee Benefits
  • Financial Education / Wellness
  • Creation of simple, low-cost investment portfolios

Education & Certifications:

  • CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL, CFP®
  • Master of Science, Personal Finance, Kansas State University
  • Master of Arts, Geography, University of Illinois-Chicago
  • Bachelor of Science, Natural Sciences/Education, Northeastern Illinois University
  • Highlands Certified ConsultantTM

Work Experience:

  • Financial & Career Coach, Fiscal Fitness Clubs of America
  • Financial Planner, RG Financial Planning LLC
  • VP-Strategic Accounts, AmerisourceBergen Corp
  • VP, GRI
  • Corporate Manager, Waste Management Corporation

Leadership & Memberships:

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)
  • XY Planning Network
  • Better Investing (aka National Association of Investment Clubs)

Awards, Presentations, & Media Mentions:

  • Ray Giese Provides Financial Planning with a Highlands Slant, Highlands Story

A great planning tip:

Stop trying to “beat the market” – rather invest to meet your goals, earning the rate of return you need while not taking on any more risk than is necessary.

Why I love what I do:

It’s great to see people improve the quality of their lives when I help them plan their financial future and realize their dreams.

What brings me joy outside of work:

Spending time with family and friends, traveling (for fun!), golfing, and giving back to the community as best I can.

Schedule a Call with Me