Rajvi Berry

Financial Advisor

Contact Me
Rajvi Berry

MY MISSION STATEMENT

To be a source of strength in my clients' financial lives and their legacy goals.

My Story and Services

Welcome

With over twenty years of financial services experience creating custom planning and investment solutions, I help busy, high net worth, individuals and families achieve their life and legacy goals. In addition to providing personalized care, I utilize Morgan Stanley’s expansive resources and form strategic alliances with other experts within the firm to provide the best for you and your family.

Blessed to connect deeply with my clients, I value the art of listening and find that this easily develops into a collaborative discussion about what clients want and need, and how this fits into a quantitative plan for their benefit. My own experiences and personal understanding of large market devastation helps me maintain awareness of the challenges associated with juggling top priorities on multiple fronts. As a result, I’m a conscientious advisor, focused on the importance of building a financial plan as a family, and ensuring diversified holdings and strong investments. 

As a mother of three myself, it’s very important to me that, when appropriate and approved by the parents, children are involved in planning. If and when net worth is passed down, the next generation should be as informed as possible without compromising their own ambitions.


Education



MBA, University of Chicago-Booth School of Business, 1994

BS & MS in Accounting/Taxation, University of Southern California, 1986

 

Services Include

  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Life Insurance
  • 529 Plans
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Lending Products

Securities Agent: CA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1407626
CA License#: 0J23014


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Creating Your Plan

YOUR PLAN

I start by understanding your life goals and determining how long you have to achieve those goals based on your trajectory for retirement. With a complete picture of your assets, we together determine the best way to bring in revenue, or adjust taxes or expenses to reach those goals. The process is broken down into the following steps:



1. Discovery

Building a solid relationship on a foundation of open communication to determine the big picture, goals, dreams, and unique needs.

2. Planning

Working from this big picture and current picture of assets, we formulate a personalized financial plan based on your expenses, risk tolerance, and current and future goals.
This may include life insurance and estate planning needs as well.

3. Implementation

Once the initial picture of the plan has been agreed to, we utilize GPS (Goals Planning System) to enter the components of the plan and run different investment and market scenarios to gain a thorough understanding of the plan’s potential trajectory.



4. Managing

I never rush to deploy or change a client’s asset allocation until it makes clear sense based on the plan. I then constantly monitor investments against previously agreed upon goals and any tax or other implications.

5. Review

The review process is key. I connect with you on as deep level at each review meeting as I do in the initial stages to ensure we are working in accordance with your life changes or challenges, and also bringing in the generation to educate them as well..


Community Education

Community Education



My experience has taught me the incredible importance of educating women and families. Most women are dedicated to planning, investing, and long-term needs, but they often bear the brunt of planning for their families without the financial information they need to do so.

I conduct women’s private briefings several times a year educating women on financial and non-financial topics. These events shed light on the kinds of questions they should be asking and how they can access the information to plan successfully for their families and themselves.

 

Educational Events that we have hosted:




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Strategies for Volatile Markets: Educational Private Briefing over Lunch

Artificial Intelligence and New Tax Law 2018




Spiritual and Financial Success: A Holistic Approach

Lunch for Women Entrepreneurs and Family CFOs




Saving and Spending for High School Seniors

Educational Event




Women, Financial Planning and Life & Long-Term Care Insurance

Educational Private Briefing


Events

Events


Past Events:

Strategies for Volatiles Markets:
Educational Private Briefing over Lunch: Artificial Intelligence and New Tax Law 2018
Tuesday, May 1st, 2018, 12:15pm at Piatti's Mill Valley, CA.


Spiritual and Financial Success: 
A Holistic Approach Lunch for Women Entrepreneurs and Family CFOs
Thursday, September 28th, 2017, 12:15pm at Piatti's Mill Valley, CA.



Saving and Spending for High School Seniors
Educational event
Wednesday, April 26th, 2017 11:10am at Convent of the Sacred Heart, San Francisco, CA



Saving and Spending for High School Seniors
Educational event
Monday, March 13th, 2017 9:50am at The Branson School, Ross, CA

Location

Location

  • 101 California St. 3rd Fl.
  • San Francisco, CA 94111


    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Rajvi Berry today.

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