John Rasic, CFA®, CFP®, CMFC®, AIF® is a Financial Advisor at SEIA. His journey with the firm began in 2015, where he made significant contributions as a Research Analyst specializing in real estate, equities, and alternatives. After four years of helping shape SEIA’s research department, he forged a partnership with Senior Partner, Fritz Miller.
Drawing from his research background, John places a special emphasis on customized portfolio management in conjunction with retirement and estate planning. While on the research team, he was instrumental in helping with the firm’s discretionary investment models and economic outlook forecast. In addition, he spearheaded the due diligence and onboarding processes for many of the firm’s Private and Alternative Investments.
John received his Bachelor of Arts degree in Business Administration and Management, with a Minor in Chinese Studies from Drew University, where he played collegiate baseball. Most recently, John earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. after completing the CFP® professional education program. In 2021, he earned his Chartered Financial Analyst® (CFA®) designation. John has also been a Chartered Mutual Fund Counselor® (CMFC®) since 2017 and an Accredited Investment Fiduciary (AIF®) since 2020.