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Balaji Rao MBA, CPFA

Balaji Rao MBA, CPFA

Director/Wealth Advisor

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 pension plans, Buy/Sell agreements, key person insurance, etc.

For families, the holistic financial plan includes Retirement, Insurance, Long Term Care Insurance, 529 College Savings plan, Estate and Tax strategies designed to pursue that their financial life is in order.