Rafael Ekstein

Financial Advisor at Ekstein Financial Services

📍 Monroe, New York, United States

Rafael Ekstein is a Brooklyn-based Financial Advisor with Park Avenue Securities, holding extensive experience since the 1990s. He is an award-winning professional with specialized Master of Science in Financial Services (MSFS), Accredited Estate Planner (AEP), and Chartered Advisor in Philanthropy (CAP) designations, focusing on comprehensive financial and estate planning.

Outside of his financial practice, Rafael is actively involved in philanthropy. Together with his wife, he serves as a trustee for the Cornerstone Foundation, a charitable organization they manage.

He was recently recognized by Forbes as one of Americas Top Financial Security Professionals for 2025.

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Current Role

Financial Advisor

Location

Monroe, New York, United States

Personality Overview

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Priorities

Topics Rafael cares about

Financial Security

His career is dedicated to this field, earning him a top-50 national ranking from Forbes as a Financial Security Professional.

Philanthropic Advising

Holds the Chartered Advisor in Philanthropy (CAP) designation and co-manages the charitable Cornerstone Foundation with his wife.

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Career

Work history

Financial Advisor

Ekstein Financial Services

In the press

Media appearances

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Education

Rafael has no verified education history

Social presence

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