Balaji Rao Financial Advisor
1 RESULTS
18101 Von Karman Ave Ste 1940 Irvine, CA 92612, Irvine
Tel: (949) 981-3981
I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives. As a Waddell & Reed financial advisor my goals are simple: to know my clients well to treat them with respect and to measure my success by their success. To meet those goals I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships and advise my clients through every stage of their financial journey. Since Waddell & Reed opened its doors in 1937 our approach has remained decidedly simple... read more
Tel: (949) 981-3981
I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives. As a Waddell & Reed financial advisor my goals are simple: to know my clients well to treat them with respect and to measure my success by their success. To meet those goals I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships and advise my clients through every stage of their financial journey. Since Waddell & Reed opened its doors in 1937 our approach has remained decidedly simple... read more
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