Financial Planning Bethesda

Tranquil Advisors

Financial Planning Bethesda
Financial Planning & Corporate 401(K) Management

Address
6701 Democracy Blvd
Suite 300
Place
Bethesda, MD   20817 
Landline
(301) 214-4071
Website
tranquiladvisors.com
Reservations
tranquiladvisors.com

Description

With more than three decades of advisory experience, we utilize a pressure-free approach to guide to your financial journey, from fully comprehensive financial planning, to Corporate 401(K) management.

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Bios

  • Raj Rajan CFP®, AIF®, CPFA®

    Managing Partner | Private Wealth Advisor

    Working with commercial & private bankers during his tenure at Wells Fargo taught Raj how to view finances with a lender’s perspective. His deep understanding of both the liability and asset sides of a balance sheet allows him to provide in-depth insights to his clients for both their personal and business financial planning. Raj holds a CFP® designation, one of the most recognized certifications in the financial services industry, as well as the Accredited Investment Fiduciary™ designation. He puts his psychology and economics degrees to good use in his practice. He applies his knowledge of behavioral finance to address client apprehensions when investing and help them make strategic, insightful decisions—leaving emotional dynamics aside. Industry Experience Over the past 30 years, Raj has faced some of the world’s most complex financial events head-on. From the Stock Market Crash of ’87 and the Asian Contagion of ’98, through Y2K, the dot-com bust, and the Financial Crisis of ‘08, the insights he has gained weathering these conditions drives his proactive approach. Why Tranquil Advisors At Tranquil Advisors, Raj finds fulfillment in seeing his clients feel at ease about their finances. Backed by the vast resources of Gladstone, FRG and LPL Financial, Raj is able to provide a wide array of services while staying fully invested in his clients. Away from the Office Away from the office, Raj is engaged in community outreach programs. Raj resides in Potomac with his wife, Jaya, and their two sons, Arjun and Ashwin. Disclosure: Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Gladstone Wealth Partners and Tranquil Advisors are separate entities from LPL Financial.

    Certifications:

    Services:

    Link: Raj Rajan CFP®, AIF®, CPFA®

Categories

Financial Planning
(301)214-4071 (301)-214-4071 +13012144071

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