RAI Wealth Management

CONNECT

Address:

110 E. Wilshire Avenue, Suite 307
Fullerton, CA 92832

Phone:

714-449-9696

Our Clients

Who are our clients?


Whether an individual investor, a business responsible for its employees, or a charitable foundation, our purpose is to assist you in achieving your financial goals.  Our team of qualified professionals and specialists offers the knowledge and experience to help you in all aspects of the financial planning process. Our commitments is to:


Represent You


We will be your advocate and help you navigate and organize the multiple financial issues that you, your family, your company, and your organization face.


Educate You


We will always involve you in the process and provide you with the tools and information you need to make the financial decisions that are in your best interest.


Provide You Options


Knowing your options today makes tomorrow's decisions easier.  We believe that you need seamless and ongoing financial solutions-that is, true planning integration, not just quick answers.  We provide future scenarios, plenty of  "what ifs," and enough information that you will be completely informed and fully in control.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck