Michael Raine, CFP®
Director | Client Manager | Seattle, WA
mraine@freestonecapital.com
Phone
206.707.7321
206.707.7300
Fax
206.707.7399
Michael serves as a Client Manager for the Mellon team and is responsible for guiding families through a variety of wealth management issues. This includes wealth optimization/tax mitigation, risk and cash flow management, charitable giving, and trust and estate planning. He enjoys working with clients through a multi-generational approach and helps identify their key values and goals, building strategic wealth management plans around those areas of focus. Michael has over 8 years of experience working with high-net-worth individuals and prior to joining Freestone, he was a Relationship Manager at UBS Private Bank and a founding member of a local boutique RIA in Bellevue, Washington.
Education
Michael earned his B.A. from the University of Washington Michael G. Foster School of Business with degrees in Finance and Entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside Freestone
Outside of work, Michael enjoys playing soccer and golf and is an avid Mariners fan. Next year is our year!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.