Shalin Financial

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Investment Advisory Service, Financial Planning Consultants, Financial Services

(1)

33 Years

in Business

Accredited

Business

(770) 884-8175Visit WebsiteMap & Directions3790 Holcomb Bridge Rd Ste 103Peachtree Corners, GA 30092 Write a Review

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General Info

To Provide our clients, our friends with the Best Insurance and Investment Services on the market along with excellent customer service for mutually rewarding long-term relationships. Rajesh Jyotishi, also known as R.J., joined the insurance and financial services industry in 1991 with New York Life. Within a short time, he realized that in order to provide his clientele with the most competitive products on the market, he must represent many other providers. Each company had its own strengths and niche products. In 1993, he started his own practice as a sole proprietor. He formed Shalin Financial Services in 1994 named after his oldest son Shalin, meaning modest or humble with the fundamental objective to provide our clients with a competitive range of insurance and investment products from many companies. Over the years, Rajesh has assisted thousands of individuals and business owners with insurance, investments and financial planning needs. Rajesh is also the founder of Khabar, a popular magazine for the Asian Indian community of Georgia with a readership of about 90, 000. Khabar means news in most of the many Indian dialects. The digital edition can be located at www.khabar.com. Rajesh also hosts the Moneywise section of Khabar, which has been widely received. Many of the articles on this website are reprints from Moneywise columns. Rajesh received his undergraduate degree in business administration from Georgia State University. He has also completed numerous professional designation courses: Certifed Estate Planner ( CEP ), Master Certified Estate Planner ( MCEP ), Certified Senior Advisor ( CSA ), Certified in Long Term Care ( CLTC ), and Life Underwriter's Training Coucil ( LUTC ). He also finished the Financial Planning program at Oglethorpe University. However, he does not currently hold any of the designations mentioned above for many personal reasons. Ask him why when you talk to him. Also inquire as to why Experience Makes the Difference is our company tagline. Originally from Bombay, India, Rajesh has lived in Atlanta since 1974. He has been a member of the Dunwoody Rotary Club since 2005. Rajesh is also a registered representative and a investment advisor representative of SII Investments; a Registered Investment Advisor; a Member of FINRA, SIPC. Pari, married to Rajesh since 1991, joined Shalin Financial in 1999 to assist him in serving their clients. Originally, from Ahmedabad, India, Pari has a B. S. in Economics and Psychology, and an M. S. in Law. Originally from Bombay, India, Kirit has resided in Atlanta for nearly four decades. A pioneer of the Indian Community, he is a founding member of IACA, ICRC and Gujarati Samaj. Kirit is Georgia Tech Engineering graduate ( B.S. and M.S. ) who has enjoyed may successful years in the technical field. A Registered Life and Health Insurance Agent, Kirit has been associated with Shalin Financial since 2004 while providing fulltime guidance and services to individuals and businesses in the area of Insurance and Financial wellbeing. After graduating with a degree in business administration and serving in his country's armed forces, Beat decided to get his Ph D in Life by traveling the world fulltime. His two-year journey took him throughout Africa, the Mediterranean, the Americas and India. Along the way, he worked a variety of jobs. His travels completed, he embarked on a 22-year corporate career with the world's second largest computer firm, followed by four years in management consulting. In 1999, he left corporate America to become an independent producer in financial services. Believing that anyone who blooms at all ever is very lucky, and knowing firsthand about the power of transformation, Beat helps people to achieve the life of their dreams. He specializes The father of two, Beat is a native of Switzerland and a U.S. citizen. He has lived and worked in Alpharetta, Georgia, since 1997. An active board member for many years with the Swiss-American Society and t

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Primary Phone: (770) 451-1932

Phone: (770) 451-1932

Phone: (470) 395-6964

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