Mahtani Financial
A graduate of Saint Michael's College, Raja began his career in the financial services industry over three decades ago, and joined Wealth Solutions Group as a Financial Services Representative in 2014. Recognized for his leadership, outstanding sales performance and service to clients, he has received numerous company and industry awards including MONY's Top Club, President's Council and Forum, as well as the industry's National Quality Award and the National Sales Achievement Award. Raja has also been invited to attend the company's Forum honor club. Raja also qualified for AXA Equitable's Circle of Excellence.
Active in the industry, Raja is a member of the National Association of Insurance and Financial Advisors, Mobile chapter, and 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 35 years, maintaining a strong sense of community and a solid professional foundation are very important to him. His community activities and professional affiliations include:
- Member of USA Gift Planning Council
- Member of NAIFA
- Member of India Association of Greater Mobile
- Life member of MDRT
- Securities Registration Series 6, 7, 24, 63, 66
- Completed Retirement Planning Specialist program at the Wharton School, University of Pennsylvania
- CA Insurance Lic. 0K06459
Newsletters
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Calculators
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Lifetime Earnings
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Impact of Inflation
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Net Worth
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Savings Goals
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