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This profile was last updated on 2/28/14  and contains information from public web pages and contributions from the ZoomInfo community.

Partner , 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.
Background

Employment History

Board Memberships and Affiliations

Education

  • MBA , financial planning
    Georgia State University
  • undergraduate degree , accounting
    University of Georgia
  • MBA , Finance and Financial Planning
    Georgia State University
17 Total References
Web References
Raj Chokshi | Redwood Wealth Management
www.redwoodwm.com, 25 Feb 2012 [cached]
Raj Chokshi
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Raj Chokshi CPA, MBA, CFP® Partner, Senior Wealth Manager
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Raj Chokshi
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Raj Chokshi
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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.
The intellectual capital of Redwood | Redwood Wealth Management
www.redwoodwm.com, 25 Feb 2012 [cached]
Raj Chokshi
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Raj Chokshi CPA, MBA, CFP® Partner, Senior Wealth Manager
Peoples
www.niagarafinancial.net, 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 ...
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Traci's contribution to Niagara Financial's success is easily summed up by Partner Raj Chokshi.
Raj Chokshi CPA, MBA, ...
redwoodwm.com, 9 Dec 2010 [cached]
Raj Chokshi CPA, MBA, CFP® Partner, Senior Wealth Manager
Mayor Welcomes Redwood to Alpharetta – September 2009 Newsletter | Redwood Wealth Management
www.redwoodwm.com, 25 Sept 2009 [cached]
Raj Chokshi
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"We saw a unique opportunity to move up to a space that was both nicer than our old office and also significantly bigger which would allow us to grow as a firm," said Redwood partner Raj Chokshi.
Other People with the name "Chokshi":
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