Raymond P. Menard

Raymond P. Menard

CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, ChFC, CLU

Retirement Planning Specialist

Raymond Menard has been with Equitable Advisors since 1985. Previously, Ray was a managing RN of the Intensive Care Unit at St. Mary's Hospital. As a financial planner, Ray’s primary focus is pre-retirement/retirement planning, as well as wealth distribution planning.

As an active community member, Ray is involved in many professional and community organizations in the Wausau area. Ray serves as a member of the Central Wisconsin Estate Planning Council and was elected to serve as the National Chair for Equitable Advisors National Associates' Forum.

Ray holds many professional designations from the American College including: Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Ray also earned a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. Ray 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 completed the Wharton Certificate in Retirement Planning.

Raymond P. Menard resides in Wausau, Wisconsin, with his wife and three children.

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.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Partners in Planning, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

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