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Our Qualifications
We have been working with individuals and businesses in the Silicon Valley area for almost 25 years. In addition to extensive personal and professional experience, financial advisor Raj Budwal also holds the following registrations and licenses: Series 6, 7, 24, 26, 51, 63, 65, Life & Disability, Property & Casualty, among others.

At Budwal & Associates, we are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.
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 Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Budwal & Associates is not affiliated with SagePoint Financial or registered as a broker/dealer or investment advisor.

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, IN, MO, NJ, NY, OR, PA, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.