Budget, plan, save and invest.
Financial planning is a roadmap for defining, creating and sustaining long-term financial well-being during good times and bad.
Putting your financial plan in place with a trusted Financial Advisor helps you turn your dreams into reality.
Our goal is to educate people about the importance of financial well-being and provide the necessary tools, expertise and experience to attain it.
Annija Reinfelde, LLM is a blogger for RWA-Global. She currently supports private clients on a variety of investment solutions for SEB Luxembourg Bank.
Previously, her professional experience includes the audit function at leading Big 4 firm PwC and the legal department of SmartLynx Airlines. Ms. Reinfelde has a Bachelors degree in In
Annija Reinfelde, LLM is a blogger for RWA-Global. She currently supports private clients on a variety of investment solutions for SEB Luxembourg Bank.
Previously, her professional experience includes the audit function at leading Big 4 firm PwC and the legal department of SmartLynx Airlines. Ms. Reinfelde has a Bachelors degree in International Economics and Commercial Diplomacy from the University of Latvia and a Masters degree in Law and Finance from the Riga Graduate School of Law. In addition, she pursued her studies of Finance and Investment Management in Spain and USA. Currently, she continues her studies for a PhD degree in Economics from the University of Latvia.
Annija likes to spend her free time traveling with family.
Lauris has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation.
By recognizing that each client has a unique family logic in considering and making complex financial decisions, Lauris is better able to partner with families to create and sustain long-term fina
Lauris has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation.
By recognizing that each client has a unique family logic in considering and making complex financial decisions, Lauris is better able to partner with families to create and sustain long-term financial well-being. He applies his extensive experience in global countries, cultures and languages to working with cross-border families, or those that have financial roots in multiple countries across the globe. Lauris recognizes that having financial ties to other countries can add complexity to financial planning and investing, enabling him to better help clients through these situations.
Based in Boston and Riga, he has been fortunate to travel extensively, including 49 US states and 40 countries across 6 continents. This extensive time spent abroad – living, working and studying – has built upon a deep-seated passion to learn and experience new languages and cultures through travel, reading, and study.
Lauris graduated from Duke University with a degree in French and Political Science and has earned the designation of Certified Investment Management Analyst (CIMA®) from the Investments and Wealth Institute as well as the designation of Global Financial Planning Certificate (GFP/USA) from the Global Financial Planning Institute. Lauris is a Board Member of the Investments and Wealth Institute as well as the Co-President of the Latvian American Chamber of Commerce (LACC).
When he’s not helping clients with their financial profiles, Lauris plays competitive soccer, enjoys classic alternative 80’s music and, thanks in large part to the endless patience of his wife, has somehow learned to appreciate Impressionist art and good red wine.
Karina is an emerging entrepreneur with a passion for new and exciting projects.
At RWA Global, Karina is responsible for KYC and AML processes, however, she also enjoys creation of client financial plans, investment research and portfolio construction.
Ms. Sermuksle started out her professional career as a consultant for Business Outsourc
Karina is an emerging entrepreneur with a passion for new and exciting projects.
At RWA Global, Karina is responsible for KYC and AML processes, however, she also enjoys creation of client financial plans, investment research and portfolio construction.
Ms. Sermuksle started out her professional career as a consultant for Business Outsourcing Company, prior to this, she was an intern at leading Big 4 firm Deloitte Latvia. After gaining significant knowledge and people skills, she then continued as a Customer Service Team Lead for an aviation company, and later on moved to a KYC team lead position. Most recently she has worked as Payments Department Manager for an international e-wallet and Investment Specialist for Renaissance Wealth Advisors of Boston, Massachusetts.
Karina holds an MBA degree from Riga Business School with a specialization in Finance, she is also a graduate of both the Riga International School of Economics and Business Administration as well as the KEDGE Business School in Bordeaux, France.
Karina enjoys spending her free time traveling with her family and friends, learning new things and doing sports such as running, hiking, skiing and ice skating.
Jon Loer, CFP® is a guest blogger for RWA-Global. He is currently Co-founder Chief Planning Officer at Renaissance Wealth Advisors, LLC (US).
Jon has spent over 25 years in the financial advisory industry developing and executing strategic financial plans for individuals across a variety of backgrounds. As Chief Planning Officer, Jon en
Jon Loer, CFP® is a guest blogger for RWA-Global. He is currently Co-founder Chief Planning Officer at Renaissance Wealth Advisors, LLC (US).
Jon has spent over 25 years in the financial advisory industry developing and executing strategic financial plans for individuals across a variety of backgrounds. As Chief Planning Officer, Jon ensures each client has a deep understanding of their finances so that they not only understand the strategic importance of planning but also its positive impact upon family members. He takes pride in making complex subjects easier to understand and acts as a consultant to his clients. His approach includes combining financial and relationship management to deliver the best results for his clients. His passion is to tell the Renaissance story and inspire people to embrace change throughout their lives. Guiding people and their finances through these life changes is what gives Jon true fulfillment and purpose.
Jon graduated from Purdue University and received a Certificate of Financial Planning through Boston University. He is a current Certified Financial Planner (CFP®), a member of the Financial Planning Association (FPA) and is a Certified Health Savings Advisor (CHSA®).
When he’s not helping clients exceed their financial goals, Jon enjoys spending time with his family and competing in Ironman competitions. He has completed 3 Ironman triathlons over the last 8 years and believes that physical fitness is crucial for life as well as financial success.
We have launched RWA Global Instagram page to post about long term well-being, financial planning and investments.