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Retirement Planning Services in Irvine, Orange County, California

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.

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How we help in retirement planning services ?

How we help in retirement planning services ?

A secure retirement. Funding a child or grandchild’s education. Building wealth to pass on to heirs. These are common investment objectives and with good reason – people want to feel confident financially while also providing for the ones they love.  But just because a goal is common, doesn’t mean the approach should be. 

My job as a financial advisor is, first, to understand you and your specific circumstances and, second, to use that knowledge to tailor a plan to help you meet your financial goals. 

The decisions you make today affect the choices you have tomorrow. Let's create a plan that covers your "what if's?"

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Balaji Rao

Financial Advisor

(714) 559-7033

18101 Von Karman Ave Ste 1940 Irvine, CA 92612


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