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ThinkAdvisor

Financial Planning > College Planning

Raj Choksi

By Staff Writer

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Niagara Financial Advisors LLC

4555 Mansell Road, Suite 300

Alpharetta, Georgia 30022

770-521-4470

[email protected]

www.niagarafinancial.net

  • Age: 30
  • Education: B.S. in accounting, 1994; M.B.A. in financial planning from Georgia State, May 2001
  • Founded the firm: 2001
  • Number of employees at the firm: 3 full-time planners, 2 part-time administrative staff members
  • Compensation method: Fees and commissions
  • Professional experience: An accountant at Arthur Andersen; founded and ran his own CPA firm
  • Professional designations: CFP, CPA
  • Professional interests: Retirement planning, tax planning, college planning
  • Outside interests: Working out, traveling, spending time with family

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