Raj Chatterjee, CFP®

RJFS Financial Advisor

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, his wife Heta, their sons Kalin and Kavi live in Concord. He is a member of the Board of Directors at the
Cleveland Public Theater where he enjoys promoting arts education. 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 (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements