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Raja Raza

CFP®, ACCA, EA
Wealth Strategist

Raja joined City National Rochdale in 2024 with over 10 years of experience specializing in trusts, estate and wealth transfer planning, asset protection, income taxation, business succession, and executive compensation. He is responsible for partnering with financial advisors and their clients in developing customized wealth plans and implementing solutions based on a thorough understanding of their personal values, goals, and visions for their legacy.

Previously, Raja was the Senior Vice President for the Wealth and Investment Management division of Wells Fargo Bank. In this role, he provided advice and planning services to UHNW families supporting financial advisors, and private wealth advisors of the Southeastern Division. Prior to this, he served a boutique investment management firm in New York, advising partners of law firms on their complex planning needs. He also worked with Ernst and Young, partnering with financial advisors at UBS and Morgan Stanley across the New York Tri-State area.

Raja received his BSc in Accounting from Oxford Brookes University and his MSc in Financial Management from University of Hertfordshire. He earned his second Masters in Business from University of London. He is a qualified chartered accountant (ACCA), an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™ professional.


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