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Individual Retirement Plans Service

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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How We Help for Individual Retirement Plans Service?

How We Help for Individual Retirement Plans Service?

I know the value of building relationships of mutual trust and respect. When I work with you, my goal is to empower you with the knowledge and tools to make well informed financial decisions.

I can help you through your challenges and want to be with you to celebrate your successes. 

  • Establishing IRA and Roth IRAs
  • SEP IRA
  • IRA Rollover solutions
  • Setting up SOLO 401(k)/Profit sharing plans and Defined Benefit plans
  • Annuities with lifetime Income
Client Centered

Balaji Rao MBA, CPFA

Director/Wealth Advisor

(949) 398-4251

brao@wradvisors.com

I provide comprehensive financial planning for Families and Business owners, focusing on Technology companies, Physicians and Dental practices in terms of setting up their Retirement plans including 401(k) plans and Defined benefit...

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Christine Kim

Client Experience Manager

(949) 398-4251

ckim01@wradvisors.com

Christine joined Waddell & Reed in 2014 as the Administrative Assistant in the Seal Beach branch office. She has since worked with several branch offices in Orange County – overseeing the office operational workflow...

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Namrata Madan

Client Experience Manager

(949) 398-4251

nmadan@wradvisors.com

Namrata joined Waddell & Reed to help our team assist clients in preparing their Financial Plans and helping them pursue their financial goals. Prior to joining Waddell & Reed Namrata worked in India as Compliance officer in various...

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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(07/20)