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    Maharshi Kota

    Insurance Advisor, Life, Health & Wealth

    Headshot of Maharshi Kota

    Maharshi Kota

    Insurance Advisor, Life, Health & Wealth

    Licensed for: Life, Health, Travel, Wealth, Retirement

    Language: English, Hindi, Tamil

    Appointment: In-person, Virtual

    Store: Tacoma

    phonePhone: (902) 403-2923

    calendar Request an Appointment
    About Me

    You can call me Rishi. Born and raised in the southern part of India. I've always been inspired by change- it's what drives me both personally and professionally. I love exploring new cultures, having meaningful conversations, and building long-term relationships based on empathy and trust. As a Life, Health & Wealth Advisor at RBC, my goal is to help clients navigate life's changes with confidence by creating personalized plans that protect, grow, and sustain their financial well-being.

    My Experience

    I bring over five years of experience across consulting, business analysis, and client advisory, combined with my hands-on expertise in the insurance industry. I have helped hundreds of individuals, families and businesses identify the right protection and investment options to meet their financial goals. My background in consulting and data-driven analysis enables me to take a holistic view of each client's financial picture- balancing short-term priorities with long-term goals.This experience strengthened my ability to understand client needs, build trust and provide tailored solutions that create lasting value. In terms of education, I hold a masters degree in Business Admnistration.

    RBC Insurance Services Inc. Website, © 1995-

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    RBC Insurance Services Inc. Website, © 1995-

    • Facebook
    • Instagram
    • Twitter
    • YouTube
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