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Dedicated Financial Life Guides

Personalized Service, In-Person Meetings, Experienced Professionals Who Care

We listen, we care about your future, & we put you first.

Rajiv Iyer JD Photo

Rajiv Iyer JD

Wealth Advisor & Your Personal CFO

Check Rajiv's Background Here: Broker Check by FINRA

Rajiv offers a client connection that goes deeper than just managing money; he provides real-time advice for his clients' financial needs, proactive wealth management, and is committed to going the extra mile in order to help them realize their financial goals.

Rajiv has given talks throughout the country on various financial and investment related topics and was recognized as a FIVE Star Wealth Manager in 2022 by Connecticut Magazine. 

Rajiv graduated magna cum laude from Rensselaer Polytechnic Institute with a Bachelor of Science in Computer Systems Engineering and received his Law Degree from the University of Connecticut School of Law.  Rajiv lives with his wife and two sons, in Glastonbury, Connecticut, and enjoys yoga, cooking, reading, and hiking.

 

Ganesh Iyer MBA Photo

Ganesh Iyer MBA

Founder & Chief Inspirational Officer

Check Ganesh's Background Here: Broker Check by FINRA

Ganesh has been helping clients of the Ganesh Financial Group understand, visualize, and attain their financial goals for over 25 years.  

Ganesh's experience has taught him that the most important factors for a good retirement are:

  • Your plan should be personalized. Everyone's vision of retirement is different.
  • Your plan should be documented. A well thought out plan proactively put in place can go a long way.  
  • Your plan should be reviewed on an ongoing basis.
  • To make it most effective and get more you should work with a team whose process is uniquely designed to help ensure that your investments are in line with your bigger vision of the future.

Ganesh’s leadership and direction helps ensure that clients of the Ganesh Financial Group are provided with an unparalleled experience, empowering them to live more fulfilled lives.

In addition to being passionate about financial planning, Ganesh also enjoys yoga, traveling the world, reading, and spending time with friends and family.