I take great satisfaction in helping clients fund their retirement using their life's hard work.
About
Raj Sathyaseelan is a Wealth Advisor at Legacy Wealth and a Certified Exit Planning Advisor(CEPA). He loves to work with entrepreneurs and families to build and protect their wealth for their long-term legacy. Raj is also an Investment Banker and M&A Advisor with a primary focus on Technology, Manufacturing and Professional Services in the B2B space. His goal is to leverage advanced tax strategies and private placement opportunities offered by Legacy for tax efficient exits and succession planning.
Prior to Legacy, Raj held leadership positions in Fortune-500 companies such as Xerox and McKesson. He has an MBA from UC Berkeley Haas School of Business with a focus on entrepreneurship and marketing. Currently, Raj also founded a successful basketball youth league in San Francisco Bay Area focused on youth development.
Education
MBA at Berkeley Haas School or Business with an emphasis in Finance and Entreprenurship.
Certification
CEPA – Certified Existing Planning Advisor
Let's Get Started
Wealth planning focused on tax-smart investing
Raj Sathyaseelan
Wealth Advisor, CEPA
Contact Us
raj.sathyaseelan@legacywealthmg.com
C: 415-900-8803
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Disclaimer
Legacy Wealth Management, LLC, is a registered investment advisor with the Securities and Exchange Commission. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. This document is provided for educational purposes only. All investment strategies have the potential for profit or loss and no investment strategy can guarantee positive returns. Under no circumstances should this information be construed as an offer to sell or a solicitation of an offer to buy any particular service or product.
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