John Rasic
CFA®, CMFC®

Associate Advisor

Contact

(626) 416-3628

John Rasic, CFA®, CMFC® is an Associate Advisor at SEIA. In 2015, he joined as a Research Analyst in the Century City office. After 4 years of being a vital member of SEIA’s research department, he teamed up with Senior Partner, Fritz Miller, in the Pasadena office. His research background helps him place a special emphasis on customized portfolio management in conjunction with retirement and estate planning.

While on the research team, John was instrumental in helping with the adoption and creation of the firm’s ESG (Environmental, Social, and Governance) platform. He also was a key person in the due diligence and onboarding of many of the firm’s Private and Alternative Investments. He is a native of the Pasadena area and is a current resident of Santa Monica, California.

John received his Bachelor of Arts degree in Business Administration and Management and a Minor in Chinese Studies from Drew University, where he played collegiate baseball. John earned his Chartered Financial Analyst® (CFA®) designation in 2021. John has also been a Chartered Mutual Fund Counselor® (CMFC®) since in 2017.

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