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  • Writer's pictureMilo F. Hanke, CFP

Hanke & Co. proudly announces newOperations Manager, Rafael Paschoal

Hanke & Co. Wealth Management is proud to announce expanded service capabilities as we are joined by Rafael Paschoal, our new Operations Manager. In this role, Rafael oversees client service requests and supports the firm’s senior planners in preparing written financial plans and managing client portfolios. 

He brings a breadth of industry experience, including more than six years within the investment division of Brazil’s largest private bank. Locally, he gained prior experience working with other San Francisco wealth advisors.  

Rafael has a passion for sharing his financial knowledge and skills so others may realize their life goals through wise financial planning. His joy of teaching can be traced to lecturing assignments he held in Dakar, Senegal, and Zhuhai, China. Born and raised in Brazil, Rafael moved to the United States in 2011 to attend UC Berkeley, where he obtained a Diploma in Investment and Business. 

He also holds a master’s in economics and an MBA. Rafael met his future wife while attending Berkeley, where they live today with their young son. They are excitedly expecting the arrival of twins. When not at work, Rafael can be found playing with his young son at Berkeley’s Tilden Park, riding a bike over the Berkeley hills, surfing in Bolinas, playing soccer, cooking, gardening, and spending time with family.

He and his wife are Ambassadors at the UC Berkeley Botanical Garden.  In addition to his native Portuguese, Rafael speaks Spanish and German – so, as you can see, Rafael is more than ready to receive your phone call when you reach out to Hanke & Co.As we look towards the next five years and beyond, we build upon our planning expertise steadily and adopt improved technology.

At the same time, Rafael’s full-time role as Operations Manager marks our commitment to expanded, personalized service.            

We are grateful to loyal clients and hardworking associates as our firm has sidestepped this year’s body blows to our nation and its economy. In fact, we are growing.   We welcome the opportunity to be of service to you as well as someone you know. Referrals are the single greatest source of new clients, and we thank you for your trust in Hanke & Co. Wealth Management.

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