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Raghav Bhatnagar, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Wealth strategies
  • Values- and faith-based investing
  • Intergenerational planning
  • Business owner considerations

About Raghav

My decision to become an advisor was very much influenced by my childhood. I come from a humble background in India. I lost my father at a young age, which led to my family struggling financially. As a result, I know firsthand how failing to plan for the future and unanticipated events can turn your life upside down.

I became an advisor to avoid the difficulties I faced as a child. I do so by helping others strategically plan for the future and prepare for whatever life may hold for them. As an advisor, I want to understand what's important...

Work History

  • Edward JonesOctober 2018 to Current

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 10:00AM - 06:00PM
Tue 10:00AM - 06:00PM
Wed 10:00AM - 06:00PM
Thu 10:00AM - 06:00PM
Fri 10:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

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