Broker Check

Expertise

 The Ragen Group

Our Qualifications

Our Qualifications

As part of our commitment to providing unparalleled service to our clients, the Ragen Group upholds an uncompromising standard of excellence in our qualifications and strategic expertise. Our team not only holds industry-leading certifications, but continually invests in advanced education to help our clients benefit from the most current, rigorously vetted strategies – designed to preserve and grow wealth across generations.

Below is a list of our team members’ various qualifications, along with an explanation of how they can best be applied to client situations:

CERTIFIED FINANCIAL PLANNER™

CFP® professionals not only go through an extremely rigorous process to obtain their certification, but are held to a high ethical standard. Casi, David and Rebecca have education and experience that allows them to effectively manage complex financial situations, administer sophisticated and specialized wealth planning and provide a comprehensive view of our clients’ entire financial picture based on their objectives.

The Ragen Group CFP® professionals:

Casi Jones, CFP®, CDFA®
David Fitzpatrick, CFP®
Rebecca McKay, CFP®

Certified Divorce Financial Analyst®

Casi Jones has specialized training to analyze divorcees’ complex financial issues. She helps clients make informed decisions of their assets and are well-equipped to aid in minimizing the tax burden of divorce. She advises in close collaboration with attorneys to project the long-term impact of various settlement options.

The Ragen Group CDFA® professional:

Casi Jones, CFP® CDFA®

Master Planner Advanced Studies℠

Vicky's master’s degree in financial planning signifies her specialized ability to address complex financial scenarios. She has gained a deep knowledge of many areas within wealth management, and can assist individuals and families with everything from philanthropic goals to multigenerational wealth transfers.

The Ragen Group MPAS® professional:

Vicky Labuguen, MPAS®

Master of Business Administration

Cam holds an MBA where he trained in strategic decision making, financial modeling and risk management – all of which are invaluable for helping to manage intricate wealth portfolios. He is equipped to understand macroeconomic factors and apply them to individual clients’ plans. This adds a powerful layer of business acumen and strategic vision.

The Ragen Group MBA professional:

Cam Ragen

Chartered Life Underwriter

Chartered Life Underwriter professionals like David, are widely regarded as the gold standard of insurance planning and life insurance professionals who possess a deep understanding of complex life insurance products. He is trained to help clients select policies that align with their specific needs and goals, which can be crucial for families looking to pass on their wealth to future generations. He can also identify risks to financial security and develop strategies to mitigate them.

The Ragen Group CLU professional:

David Fitzpatrick, CFP®, CLU®

Licensed Insurance Professional

Licensed insurance professionals are skilled at navigating the intricate world of life, disability and long-term care insurance. David and Rebecca help ensure all valuable assets are properly covered. Not to be confused with insurance agents, insurance professionals work on behalf of their clients – not on behalf of insurance companies – so every decision they make is in the best interest of the client they represent.

The Ragen Group Licensed Insurance professionals:

David Fitzpatrick, CFP®, CLU®
Rebecca McKay, CFP®