Barbara has more than 40 years of experience in the financial services industry, specializing in financial planning for high net worth individuals. She was previously a partner at Ernst & Young, LLP where she was also the National Solution Leader for their Investment Advisory Services practice. Barbara co-founded RCL Advisors, LLC in 2007, subsequently joining Wealth Enhancement Group through a partnership with the firm. Barbara and her husband have been married for over 40 years and have two grown children. In her free time, Barbara enjoys hiking and is a member of the Darien Sail & Power Squadron.
- BBA, University of Wisconsin, Milwaukee
- Chartered Financial Analyst®
- Certified Public Accountant
- WealthManagement.com Top 10 Women Owned RIAs (2015)¹
- WealthManagement.com Top 25 Women Owned RIAs (2012, 2014, 2016)²
- Financial Times Top 100 Women Advisors (2014)³
The Raasch-Cafero Financial Advisory team is located in our New York - Grand Central office.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
¹ & ² WealthManagement’s Top 10 and Top 25 Women-Owned RIAs 2012, 2014-2016 lists were assembled using data from SEC filings and Meridian-IQ. Advisors were ranked by their firm’s total assets under management. Female advisors were required to directly own at least 25 percent of the firm and have some individual clients for whom they do financial planning. None of the RIAs on the list operated a broker/dealer or a bank, or were affiliated with an investment company. Awards received prior to partnership with Wealth Enhancement Group.
Factors included in Financial Times’ Top 100 Women Financial Advisors: Assets under management, growth rate, compliance record, experience, industry certifications and online accessibility.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.