Rajan has been a financial advisor for 21 years. He holds Series 7 with Securities America and 66 with Securities America Advisors, as well as life, accident, and health licenses. His areas of specialization include retirement, tax, estate, investment, and distribution planning. He holds a B.S. from SUNY Plattsburgh (’97). He has worked with several not-for-profit organizations in designing endowment plans.