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Balaji Rao

Financial Advisor

(714) 559-7033

18101 Von Karman Ave Ste 1940 Irvine, CA 92612


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Meet the Team

Dentists- A Prescription for Your Financial Health Planning

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Business Owners take BOLD Action to Advance your Business

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Physicians - A Prescription for Your Financial Health

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It begins with a plan  

It begins with a plan  

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process

Balaji Rao

Financial Advisor

(714) 437-7510

(949) 474-4050

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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Tomas Jimenez Jr.

Client Service Associate

(714) 437-7510

(949) 474-4050

tjimenez02@wradvisors.com

Tomas acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Advisors with Waddell & Reed with approved activities. He is prohibited from soliciting, creating a market or account for any...
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Waddell & Reed WealthLink

Waddell & Reed WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

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Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful Content

I offer a full library of resources to help boost your financial planning knowledge.

Retirement resources

Retirement resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

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Investing insights

Investing insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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Money management tips

Money management tips

One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.

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Questions? Let's connect.

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