About Me

My name is Rajat Anand and I have been working in the financial services industry most of my professional life. I am married with 2 daughters who are my pride and joy. I spend all the time I can with my family and sharing new and enjoyable experiences with them. I enjoy walks, trying new foods, watching sports and movies. I do my best to live life to the fullest and share life’s moments with my family and friends whenever possible. Conversing with different people brings me great joy as I always learn from others experiences and perspectives on life, which makes my job that much more fun.

My Experience

As a Senior Insurance Specialist, I have been providing businesses and affluent individuals with tailored financial and insurance solutions that are in alignment with their unique goals and risk tolerances. My approach has always been advice-focused rather than product focused, and my goal has always been to educate my clients. Like a good coach, I help consult and evaluate the full field of options available to each family or business. I believe in having a relationship with my clients that is based on communication and trust. It is important to me to get to know what’s important in their life and how best to protect it.