Meet the Team

Meet Our Champs - 
Best Financial Advisors in Orange County

Balaji Rao provides investment and financial planning services based on your individual financial goals and objectives. Our team looks forward to working with you.

Balaji helps guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives. As associates of LPL Financial, our goals are simple: to know our clients well, to treat them with respect and to measure our performance by their performance.

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Christina and Namrata acts as non-registered associated persons of Waddell & Reed, Inc.  They are authorized to assist Advisors with Waddell & Reed with approved activities.  They are prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor they support.  In addition, they are not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (11/20)