Helping you live your best life.

My Mission

Rajer helps successful individuals and businesses shift their focus from day-to-day matters to their long-term financial priorities.  He guides clients in clarifying their goals and financial dreams and to assists them in making good financial decisions along the path to a bright financial future.  Rajer's mission is to combine his extensive experience, unique strategies, and industry-leading products to help clients achieve their financial goals and vision.

 

Serving his Family and Clients

Rajer focuses on excelling at two key roles: serving his family as a husband and father and serving his clients as a financial advisor.  His passion is to inspire everyone around him, making a difference in people's lives through his vision, integrity, and knowledge.

Business owners, executives, and professionals will find Rajer is especially helpful in clarifying their long-term goals. “It's easy for successful people to get caught up in the priorities of the moment and defer long-term issues,” Rajer says. Working closely with his clients, Rajer helps them move beyond a piecemeal approach to achieve powerful coordination.

Rajer has over 25+ years of experience and works exclusively on a referral basis.

 

Plan for a Lifetime of Needs

As a financial advisor, Rajer's capabilities include the full range of financial planning disciplines to help you realize financial security for you and your family. Northwestern Mutual's comprehensive planning services are designed to help you decide how to protect, accumulate, manage, and distribute your assets in a way that's consistent with your financial goals and values.

Rajer has a strong background and deep expertise in all areas of financial security planning including:

Insurance
Investments
Estate Planning
Business Succession Planning
Group Benefits
Executive Compensation Planning
Long Term Care



Close up of woman in deli with two workers in background

Rajer Shah Receives Top Honors

 

He has been consistently recognized as one of the top producing advisors by Northwestern Mutual. 

Please see details below regarding top ranking by Forbes.

 

 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

We're top ranked by Forbes

Forbes has recognized Rajer A. Shah, CLU, ChFC, CLTC, RICP as one of the top financial security professionals in Arizona.  Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual.  

2024 Forbes Top Financial Security Professionals logo

Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12-31-2023.  Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists.  NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s).  Rankings and recognitions are no guarantee of future investment success.