Meet Raquel Naranjo, a dynamic and dedicated Financial Planner at SWAT Advisors, specializing in Tax Strategies and Solutions. With a sharp focus on closely held businesses and private practice owners, Raquel expertly bridges the gap between tax and financial strategies, ensuring holistic solutions for her clients.
Raquel’s passion for education and community upliftment is at the heart of her approach. She has a deep understanding of the unique financial needs of business owners and private practice physicians, underscored by her partnerships with five medical associations across Central and Southern California. Her expertise in estate, financial planning, and retirement planning makes her an invaluable asset to the SWAT Advisors team.
Beyond her technical skills, Raquel’s dedication to her clients is unwavering. She prides herself on safeguarding not just their business interests but also their personal aspirations, ensuring stability and prosperity for generations to come.
Her community involvement is extensive. Raquel has contributed her insights and leadership on the boards of Standing Together to End Sexual Assault and the Latina Professional Alliance. As a member of the Santa Barbara Women Lawyers Foundation, she continues to advocate for empowerment in her field. Additionally, Raquel is passionate about mentoring, coaching women in leadership to enhance their vision, time management, and market value.
When she steps away from her professional commitments, Raquel enjoys reconnecting with nature through hiking and biking, cherishing moments with her family and friends, and unwinding with a good read at the beach.
Raquel Naranjo is more than a financial planner; she is a strategist, a community leader, and a dedicated advocate for her clients’ success.