Family CFO is a wealth management firm based in Los Altos, CA, founded in 2003 by Raj Rajendran, a certified financial planner with a passion for helping families navigate through various financial crises. With a focus on understanding clients' financial goals and risk tolerance, Family CFO offers personalized advice, constructs diversified portfolios, and minimizes investing costs to ensure a secure financial future.
With over 20 years of experience, Family CFO has successfully guided families through challenging periods such as the dot-com crash, the 2008 financial crisis, and the recent coronavirus pandemic, providing analytical and disciplined approaches to managing risk and optimizing investments.
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