Broker Check

Meet the Team

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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