Maharshi Kota
Insurance Advisor, Life, Health & Wealth
Maharshi Kota
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Hindi, Tamil
Appointment: In-person, Virtual
Store: Tacoma
Phone: (902) 403-2923
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.