1. Financial Planning Services Irvine Balaji Rao | Financial Advisor email – brao@wradvisors.com web – balajirao.wradvisors.com Call : (949) 981-3981

2. Financial Planning Services Irvine Financial planning helps you during financial crisis as you have a backup plan to tackle the financial problems. One can live a quality life with the help of financial planning. It helps in achieving financial targets and needs within your budget. It is basically a systematic plan like where to invest your money, how much to invest, retirement planning are some of the services comes under financial planning. During financial crisis everyone feels like short on money and no one can tackle it instantly, so you should prepare yourself for such instances. email – brao@wradvisors.com web – balajirao.wradvisors.com Call : (949) 981-3981

3. Balaji Rao | Financial Advisor Balaji Rao is the financial advisor in Irvine, California who is providing financial planning services to the clients since 2001. Mr. Rao is expert financial advisor and a team of professional financial advisors is working with Mr. Rao to provide assistance to the clients in their needy times. Retirement plans, financial services, 529 college savings plan, risk management, investment planning are some of the quality services provided my Balaji Rao. Mr. Rao understand the market trends better and can develop a financial plan to achieve your financial targets and needs within your budget. email – brao@wradvisors.com web – balajirao.wradvisors.com Call : (949) 981-3981

4. Financial Planning Services in Irvine • Retirement Plans • Financial Planning Services • Risk Management Services • 529 College Savings Plan • Investment Planning • Gifting or Giving Strategies • Tax Resources • Estate Planning • Practice Management email – brao@wradvisors.com web – balajirao.wradvisors.com Call : (949) 981-3981

5. Contact Details Irvine, CA Office 16755 Von Karman Ave ste 200 Irvine, CA 92606 Phone – (949) 981-3981 Website – balajirao.wradvisors.com