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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HOT TOPIC: Too Much Oil with Nowhere to Go
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
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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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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.