Raj joined her husband, Ashok, in the business in 1998. Before joining BDS, she spent more than 20 years working in technology and management positions at Corning Glass Works and General Electric. For the last 15 years, she has immersed herself in her practice as a financial advisor at BDS. Raj specializes in comprehensive financial planning and retirement income planning. As an Investment Advisor Representative of Commonwealth Financial Network®, she focuses on simplifying complex financial concepts and to help clients make decisions. Raj has earned:
- Bachelor’s degree in electrical engineering from the University of Pune, India
- MBA from Case Western Reserve University
- CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
- Accredited Investment Fiduciary® (AIF®) designation
- Retirement Income Certified Professional® (RICP®) designation
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1548 Cleveland area wealth managers were considered for the award; 62 (4% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
FT 400: To compile the 2018 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 880 qualified applications were received; 400 advisors were selected, representing 45.4 percent of applicants. Not indicative of advisor’s future performance. Your experience may vary. For the full methodology, please visit ft.com.