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The Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our CFS* financial advisors' understanding of personal finance, coupled with training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet The Team

Raj Bhanshali

Financial Advisor


Raj Bhanshali works as a financial advisor with over 25 years of experience. Throughout his career, Raj has partnered with clients to help them identify their goals and dreams and then understand the financial implications of the life...

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