Raj Chatterjee

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 member of the firm’s Investment Committee and is pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

After graduating from Bowling Green State University in 2007, Raj began his career as a Financial Advisor with Wells Fargo Advisors. He has spent the last nine years helping 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, and their son Kalin live in Shaker Heights. 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.