Broker Check

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.

Schedule an Appointment
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

Financial Advisor

(714) 559-7033

18101 Von Karman Ave Ste 1940 Irvine, CA 92612


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.

Have a Question

Thank you!
Oops!

(07/20)