e: raj.chatterjee@raymondjames.com

A native of Mentor, Ohio, Raj was eager for the opportunity to come back to his hometown and join the Carver Financial Team. He works in close collaboration with families and business owners to help develop customized strategies related to financial planning and investments. Raj is a CERTIFIED FINANCIAL PLANNER™ professional and part of the firm’s Investment Committee.

After graduating from Bowling Green State University in 2007, Raj began his career as a Financial Advisor with Wells Fargo Advisors. His focus is to help families understand financial markets and guide strategies to help ensure they can reach their goals. Raj received his MBA from Cleveland State University in 2012, focusing his studies on finance. Additionally, he maintains a Series 7 and 66 license, as well as a life, health, and annuity insurance license.

Raj is a Certified Exit Planning Advisor (CEPA), specializing in business succession planning.  He assists business owners in maximizing their company’s value and developing tailored exit strategies.  This holistic approach combines financial acumen and a deep understanding of business operations, helping owners navigate the complexities of pre-transition and post-transition planning strategies.

Raj, his wife Heta, their sons Kalin and Kavi live in Concord. In his free time, Raj enjoys golfing and spending time with his family and friends.

CFP^® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.