Raja Mahtani
Financial Advisor
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
Financial Planning1
Asset Management
Estate Planning
Retirement Planning
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.
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.
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.