We’re excited to welcome all First Foundation Bank customers to Sunflower Bank’s accounts and services. Please access online banking portals through the Login box. For helpful information, please visit SunflowerBank.com/MergerUpdates.
Joe Raszewski, CFP®
Managing Director, Wealth Management
Joe Raszewski is a seasoned Wealth Advisor with over a decade of experience at FirstSun Advisors, where he manages the financial planning and investment needs of high-net-worth clients. Joe also provides tailored solutions focused on tax mitigation, estate planning, and multi-generational wealth transfer.
Joe’s financial expertise is built on a foundation that includes a Certificate in Financial Planning (CFP®) from the University of California, Irvine, a Bachelor of Science degree from the University of Pittsburgh, and an MBA from the Katz School of Business (University of Pittsburgh). Prior to wealth management, Joe had a successful career in strategic sales and alliance management at Nortel Networks (Software Offerings), SAP, and IBM where he developed key business growth strategies and client partnerships.
He began his career at IBM as an Internal Financial Advisor in the Division of Advanced Packaging (Semiconductors), building a strong analytical background in financial operations. Joe’s comprehensive approach to advising combined with his experience managing complex portfolios, makes him a trusted advisor to affluent individuals and families seeking financial security and legacy planning.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.