Raj M.

About Raj M.

Raj MotwaniFinancial AdvisorWith over 35 years of experience in financial services, Raj Motwani has built a career dedicated to helping individuals and businesses achieve financial confidence. His journey into the profession was not by design but by discovery—beginning as a curious investor, he quickly realized the value of sound investment planning and immersed himself in learning the strategies and solutions that could truly make a difference. Today, his passion lies in easing financial worries and guiding clients toward comfortable, confident futures.Throughout his career, Raj has worked with respected firms including Morgan Stanley, Principal Financial Group, and Fidelity Investments, before joining Wells Fargo Advisors. He also successfully led his own investment firm, Seema Investments, in India for 25 years. His extensive background enables him to provide comprehensive guidance, from retirement planning and business succession strategies to executive compensation and personalized investment planning. Fluent in English, Hindi, Sindhi, Punjabi, Marathi, and Gujarati, he brings both cultural awareness and professional expertise to his diverse client base.Known for putting himself in his clients’ shoes, Raj takes pride in offering tailored advice that reflects individual goals and comfort levels. His ideal clients include small and medium-sized businesses, CEOs, CFOs, and senior executives who value long-term, strategic planning. Outside the office, he enjoys building meaningful personal and professional relationships, spending time with his wife of over 36 years, Seema, and their two daughters, Sapna and Mansi.This information is intended for use by residents of CA, MA, NH, and NV and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Financial Advisor

   Wells Fargo Advisors

   May 2025 — Present · Los Angeles, CA, US

Education

• Welingkar Institute of Management

  Masters in Marketing Management, Marketing

• D G Ruparel College

  Bachelor of Science (B.Sc.), Chemistry

  1979 — 1982