Rajesh Ram, MBA, CFA, joined Gazmin Group in 2014. He brings a wealth of experience and knowledge to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial advising.
Since 2008, Mr. Rajesh Ram has been recognized as a top financial advisor and he strongly believes that to provide quality advice about a client’s finances requires a comprehensive approach. He works closely with clients to develop customized financial strategies that incorporate asset allocation and financial management. Advising and managing investments must include considering a client’s tax strategy, risk tolerances or time horizons. With a client-focused, comprehensive plan in place and reviewed regularly, Rajesh strives each day, working one on one with his clients, to help them pursue their goals. He is grateful to all those who entrust him with the personal details of their finances and who allow him to make a career of being their trusted advisor.