Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 3/6/15  and contains information from public web pages and contributions from the ZoomInfo community.

Partner, Senior Wealth Manager

Phone: (678) ***-****  HQ Phone
Email: r***@***.com
Redwood Wealth Management LLC
11175 Cicero Dr Ste 650
Alpharetta , Georgia 30022
United States

Company Description: Redwood Wealth Management is a fee-only, independent advisory firm in Alpharetta, GA.

Employment History

Board Memberships and Affiliations


  • undergraduate degree , accounting
    University of Georgia
  • MBA , financial planning
    Georgia State University
  • MBA , Finance and Financial Planning
    Georgia State University
22 Total References
Web References
The intellectual capital of Redwood, 6 Mar 2015 [cached]
Raj Chokshi
Raj Chokshi CPA, MBA, CFP® Partner, Senior Wealth Manager
Raj ..., 6 Mar 2015 [cached]
Raj Chokshi
Raj Chokshi
Raj Chokshi
Raj Chokshi
For Raj Chokshi, his friends and family, it was a given that Raj would embark on a career that involved numbers and owning a business. After all, Raj came from a family where everyone was self-employed and the family boasted a long line of accountants and CPAs. Adding one more was a safe bet.
But Raj's path to Atlanta and to the creation of Redwood Wealth Management was unique. Born 100 miles north of London in Leicestershire, England, Raj moved to Connecticut at age 10, then to Massachusetts for middle school and finally to Cordele, Georgia, for high school.
As a high school student in Cordele, Raj hardly exhibited the traits of a man destined to be in wealth management. He worked as sports photographer for the local newspaper, the Cordele Dispatch, and shot photos for his high school yearbook. Adding to his photography passion, Raj worked as disc jockey for a local country radio station with the handle "Raj on the Radio."
With college, however, Raj returned to numbers, earned his undergraduate degree in accounting from the University of Georgia and passing the CPA exam immediately after college. Hired by the world-renowned accounting and tax-planning firm of Arthur Andersen, Raj learned how to do tax planning and returns while working for some of the wealthiest individuals in Atlanta.
Raj returned to school to get his MBA in financial planning from Georgia State University and then founded Redwood Wealth Management. Raj's credentials also include a CPA (Certified Public Accountant) and a CFP (Certified Financial Planner™).
Raj's passion for financial planning reveals itself through Redwood every day as he relishes in taking complex financial subject matter and simplifying it to make it understandable.
Raj Chokshi CPA, MBA, CFP® Partner, Senior Wealth Manager
Peoples, 17 Nov 2008 [cached]
Raj Chokshi, CPA, MBA, CFP® Partner
A Partner and one of the original founders of Niagara Financial Advisors, LLC, Raj has over 11 years of experience in the financial services industry. A financial planner who works regularly with clients, Raj specializes in personalized investment planning, financial planning and tax preparation and consulting. more ...
Traci's contribution to Niagara Financial's success is easily summed up by Partner Raj Chokshi.
Raj Chokshi, 17 Nov 2008 [cached]
Raj Chokshi, CPA, MBA, CFP®Partner
Before founding Niagara Financial Advisors, LLC, he worked as a CPA in the high-net worth tax practice and audit practice of the international firm Arthur Andersen, LLP, in Atlanta.He is a Certified Public Accountant with an undergraduate accounting degree from the University of Georgia, and also holds an MBA in finance and financial planning from Georgia State University.He is a member of the American Institute of Certified Public Accountants including a membership in the AICPA's Personal Financial Planning section.He is licensed in insurance including accident, sickness & health.He is a CERTIFIED FINANCIAL PLANNER® professional under the Certified Financial Planning Board of Standards.
When asked why he decided to start Niagara Financial Advisors, LLC, Raj stated, "I wanted to extend my life's passion.I am truly committed to and enjoy helping others achieve their financial dreams."Raj is testament to Niagara's philosophy, wealth building with a real focus on long-term security.He takes into account your desire to integrate financial goals with your family and lifestyle in all areas.He is truly passionate about his career and places his focus on his clients.Raj lives in Alpharetta with his wife Shruti, son Milan and daughter Ria.He enjoys spending quality time with his family, tennis, golf and 'finding a good deal'.
Raj Chokshi ..., 6 Mar 2015 [cached]
Raj Chokshi
Other People with the name "Chokshi":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.