Physicians Nationwide
Raghunathan Rajagopalan
Wealth Management Advisor|CFP®, ChFC®, CLU®, CLTC®, RICP®
PHYSICIANS NATIONWIDE
Professional
Raghu has more than 25 years of experience in insurance industry, helping insurance companies across the globe to run their operations efficiently using technologies. Raghu started out his professional career with Northwestern Mutual Home office in 2006 and played various roles in business and technology. Raghu gained tremendous knowledge in working both insurance & investments products areas focusing the suite of products and services that Northwestern Mutual offers. In 2017 Raghu's desire to use his knowledge to have a more direct impact on the lives of people in the community and transitioned to his role as a Financial Representative.
Raghu enjoys working with a diverse array of clients ranging from Software professionals, Physician's, Dentist, families and successful business owners who are looking to learn more about the available options to grow and protect what is important to them.
A Financial Education Advocate
Raghu is a passionate advocate who finds ways to effectively promote financial wellness at various events and medical conferences nationwide.
Raghu continues to give distinguished guest lectures/seminars for below organizations.
- Medical College of Wisconsin
- American Association of Physicians of Indian Origin - AAPI USA
- Network Office Events
- Financial Literacy & Awareness teaching in Franklin Public School, Glendale High School and Franklin High School.
- Community Financial Literacy Events
Raghu also conducts free Online Educational Zoom Webinars every month on various financial literacy topics.
Raghu bases his practice based on 4 core foundations.
- Having a solid financial plan with the help of digital technologies to keep track of the client's financial goals.
- Creating an integrated practice to solve, with a network of specialists, both insurance & investments needs of his clients.
- As a technology expert himself, he strongly believes using the digital technologies will greatly enhance the customer experience.
- Being a trusted representative in his client's financial journey.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Education Planning & Funding
Retirement Planning & Income Strategies
Long-Term Care Planning
Investment Planning & Strategies
Estate Planning
Lending a hand in my community.
Raghu currently resides in Franklin, WI alongside his wife Vidhya and their two boys, Aadith and Rohit and their dog, Orlando. He enjoys being engaged in the community and very passionate about helping people alongside his family.
Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Healing Hearts of Southeast Wisconsin
For over a decade, parents, guardians, and families have trusted Healing Hearts to be a source of comfort for their children, and many families have grown stronger together as they grieve and grow through Healing Hearts peer support groups.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
