Raj is a Wealth Advisor at Legacy Wealth and a Certified Exit Planning Advisor(CEPA). He loves to work with entrepreneurs to build and protect their wealth and build a 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.