Broker Check

Raja Mahtani

Financial Professional

251-422-3103

raja.mahtani@equitable.com

A graduate of Saint Michael's College, Raja began his career in the financial services industry over four decades ago, and joined Equitable Advisors as a Financial Advisor in 2022.

Active in the industry, Raja is a lifetime member of the Million Dollar Round Table (MDRT). MDRT is an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry. His personal interest are traveling around the world, tennis, enjoying the outdoors, and spending time with his family. Raja resides in the Cottage Hill area of Mobile, AL.

Raja understands the importance of helping clients make the most appropriate financial decisions possible and knows that people want to work with someone who is attentive to their personal needs. That's why he strives to provide clients with financial strategies that can help meet their objectives. He focuses on providing business, estate conservation and retirement funding strategies.

  • Having lived in the Mobile County area for over 47 years, maintaining a strong sense of community and a solid professional foundation are very important to him. His community activities and professional affiliations include: Life member of MDRT
  • Securities Registration Series 6, 7, 24, 63, 66

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial Planning<sup>1</sup>

Financial Planning1

Asset Management

Asset Management

Estate Planning

Estate Planning

Retirement Planning

Retirement Planning

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.