Rajiv Rebello
Rajiv Rebello, FSA, CERA creates tailored retirement and estate planning solutions focused on minimizing client taxation and exposure to market downturns.
A long-time advocate for education, Rajiv has spent the last 19 years educating retirees on how to get the maximum benefit from their retirement and estate plans.
Rajiv ardently believes that the more clients understand both the rules in place and the tools they have at their disposal, the better decisions they are able to make with regards to their own retirement and estate planning needs.
Rajiv uses his expertise in retirement and financial planning to educate clients on these retirement planning rules and tools.
His work has been featured on Michael Kitces’ Nerd’s Eye View, Advisor Perspectives, Alpha Architect, the American College of Financial Services, CalCPA, the National Association of Estate Planners and Councils (NAEPC), and more.
A local San Diego native, Rajiv graduated from Torrey Pines High School before getting his undergraduate degree from Stanford University. He’s also an actuary and uses his understanding of longevity risk to help clients reduce the risk of outliving their retirement portfolio.
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