Ray Menard, CFP®, ChFC, CLU

Raymond P. Menard resides in Wausau, Wisconsin, with his wife and three children. Previously, he was a managing RN of the Intensive Care Unit at St. Mary's Hospital. As an active community member, Ray is involved in many professional and community organizations in the Wausau area. He serves as a member of the Central Wisconsin Estate Planning Council. He was elected to serve as the National Chair for Equitable Advisors National Associates' Forum. Ray has been with Equitable Advisors since 1985. His primary focus is pre-retirement and retirement planning, as well as wealth distribution planning. He holds many professional designations from the American College including: Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He also earned a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. He also holds FINRA Registrations Series 7, 24, 63 and 65, as well as Wisconsin Life and Health licenses.  To expand his knowledge and grow professionally, Ray also holds the Wharton Certificate in Retirement Planning.

CFP®, CERTIFIED FINANCIAL PLANNER™ Professional, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Raymond has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.  
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

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