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Financial Planning Services in Bay Area


Balaji Rao is the financial advisor who is providing best Financial Planning Services in Bay Area, California since 2001. Balaji Rao is an expert financial advisor who works with clients to create best financial plan for their future. Mr. Rao providing services like retirement plans, risk management for individuals and businesses, 529 college savings plan, etc. – PowerPoint PPT presentation

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Title: Financial Planning Services in Bay Area

Financial Planning Services in Bay Area
  • Balaji Rao Financial Advisor

email web
Call (949) 981-3981
Financial Planning Services in Bay Area
  • Financial planning is an important aspect in
    individual and business life as it helps you to
    reduce the financial risks and if there are less
    risks in life, one can nurture better. Balaji Rao
    is an expert financial advisor and providing
    services since 2001 in Bay Area, California.
  • Life is a long journey and brings many unexpected
    things in everyones way, not everybody is able
    to solve these problems because of tight budget
    but if you plan your future in a systematic
    manner, you will come out as a winner.
  • Some things are not just things, they are a part
    of your life and to ensure the safety of these
    things you need a best financial plan, which also
    helps you and your family to enjoy a quality life.

email web
Call (949) 981-3981
Balaji Rao Financial Advisor
  • Balaji Rao is a Financial advisor and providing
    financial planning services in Bay Area since
    2001. Mr. Rao is perfect professional in
    retirement plan, risk management and financial
  • Balaji Rao assist the clients by working with
    them so that clients dont have to suffer during
    financial crisis. Balaji Rao is expert in risk
    management for individuals and businesses because
    he has the best knowledge of market trends. Mr.
    Rao mainly focus on technology companies,
    physicians and dentist practitioners by creating
    retirement plans for them.
  • Balaji Rao also provides Free Portfolio Risk
    Analysis to know the risk score of the clients
    which helps the clients to better understand
    their financial position and later works with
    them to create a plan that helps in achieving the
    desirable needs in future.

email web
Call (949) 981-3981
Services Provided by Mr. Balaji Rao
  • Individual Retirement Plans
  • Business Retirement Plans
  • Risk Management for Individuals
  • Risk Management for Business Owners
  • 529 College Savings Plan
  • Financial Planning for Dentists
  • Financial Planning for Medical Professionals
  • Financial Planning for Business Owners

email web
Call (949) 981-3981
Contact Details
  • Irvine, CA Office
  • 16755 Von Karman Ave ste
  • 200 Irvine, CA 92606
  • Phone (949) 981-3981
  • Website
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