Ray Pai, MBA, CFP^®

DIRECTOR OF ADVANCED STRATEGIES

As Director of Advanced Strategies, Ray Pai works closely with the Managing Partner to develop and oversee all aspects of SageMint Wealth’s financial planning and investment management processes. His analytic approach and keen attention to detail make him an invaluable member of the team as he works to enhance and streamline the overall client experience.

Prior to joining SageMint Wealth, Ray worked as a business consultant, advising investment advisor representatives on their strategic planning objectives, business processes, and technology systems. His experience in this role gives him a unique perspective and vast knowledge base, which he draws upon to ensure our firm’s resources and infrastructure continually evolve to best support the needs of our clients.

A SoCal native and enthusiastic environmental advocate, Ray shares SageMint Wealth’s mission to invest in a better world. He volunteers in his community by running an organization dedicated to helping neighbors reduce their carbon footprint and forge connections. Ray is also an Eagle Scout, a demonstration of his strong work ethic, dedication, and service to others.

In his spare time, Ray serves as an alumni advisor for MBA students’ master’s theses as a Global Access Program Fellow at UCLA Anderson. He also enjoys spending time with family and friends, traveling, and playing basketball.

Qualifications & Accolades

Ray holds the CERTIFIED FINANCIAL PLANNER^™ certification, which is widely considered the standard of excellence in financial planning. CFP^® professionals must meet rigorous education, training, and ethical standards. He also holds his FINRA Series 7 and 66 securities licenses through LPL Financial.

Ray received his MBA from the UCLA Anderson School of Management, and his Bachelor of Science from the University of California, San Diego where he majored in Management Science.