Roberta Raasveld, Psy.D.
PRESIDENT
PRESIDENT
Excited to merge forces with New Aspect Financial Services(NAFS) and as principal of Living Benefits, Incorporated, Roberta has more than 34 years’ experience integrating a wide range of customized financial strategies and creative compensation programs for the benefit of her clients.
To meet the diverse needs of our client base, Roberta collaborates with NAFS partners who share her belief that the interest of the client comes first. Her commitment to higher education, high-productivity and personal service positions the NAFS team for tomorrow’s environment, rewarding her clients and her associates.
For individuals, Roberta takes a strategic approach, marrying finances, objectives, expectations and goals to create a pragmatic, obtainable and results-driven financial plan that clients can implement today and revise accordingly as their lives evolve.
For her business clients, she takes a comprehensive approach, as well. Roberta works closely with each company to analyze the employee population and develop a creative compensation program based on the company’s unique needs, budget, composition and culture.
Roberta received her bachelor of science degree in managerial finance from the University of Nevada, Las Vegas. She holds a master of arts degree and a doctorate in clinical psychology from CSPP. She holds a 6, 7, 63,65,and 24 licenses. Insurance licensed in the states of CA #0B15790; WA #229286; NV #34603; and Oregon #686468.
Roberta lives in Carmel Valley with her husband and their two children. Her family’s education, achievement and well-being are the cornerstone of her life. She loves to learn about the world by traveling to diverse cultures and farm to table cooking. Roberta is an active member of Earth Island Institute, International Marine Mammal Project, Sierra Club and the Humane Society, as well as an active volunteer at Nativity Prep Academy.
P: 707 346 7601
F: 415 276 3039
1500 Grant Ave,
Suite #314
Novato, CA 94945
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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