Michael Raji
State(s) Licensed: CA Insurance Lic. #4169421, CO, TX
79088 Acacia Way
La Quinta, CA 92253
State(s) Licensed: CA Insurance Lic. #4169421, CO, TX
Your goals and values guide my work
Our work together is much like working with a holistic doctor. They will take the time to get to know you and understand every aspect of your health, medical conditions, goals, and concerns. For a doctor, no two patients are the same – everyone has a different medical history, personal health goals, and experiences that shape what they need moving forward.
As a Financial Professional, I take that same approach with you and your finances. We work together to have a comprehensive understanding of where you are, what you want to accomplish, your concerns for your financial future, and your risk tolerance. I use all of that to educate and empower you to make sound financial decisions so that you can move closer to financial clarity.
Some of what we will cover to help you achieve your goals, wants, and wishes includes:
- Retirement Income Planning
- Tax-Efficient investment strategies
- College & Education Funding
- Protecting your income, assets, and loved ones
I am here to help you achieve financial clarity and accomplish your financial goals. Reach out to me to schedule an introductory appointment so that we can get to know each other!
I serve clients virtually across the nation with the option of in-person meetings in both Orange County, San Diego County, and the greater Coachella Valley – including Irvine, Newport Beach, Costa Mesa, Aliso Viejo, Mission Viejo, Laguna Beach, Laguna Niguel, San Juan Capistrano, Dana Point, San Clemente, Carlsbad, Palm Springs, Rancho Mirage, Palm Desert, Indian Wells, La Quinta, Indio, and Desert Hot Springs.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
La Quinta Office
- Phone:
- 949-491-2577