Reva Shakkottai, CFA

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus, Financial Advisor

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The benefits of hiring an experienced wealth management team

In an ever-changing economic landscape, effective wealth management is essential for wealthy individuals to secure their financial future and achieve their long-term goals. Wealth management encompasses a holistic approach to managing one's finances, encompassing investment planning, retirement planning, risk management, and estate planning.

We create a customized financial roadmap tailored to an individual's unique circumstances, goals, and risk tolerance. Whether you are planning for retirement, saving for a major purchase, or building generational wealth, a customized wealth management strategy can help you navigate the complexities of the financial markets and make informed decisions that align with your objectives.

One of the key benefits of hiring our team is our focus on diversification and risk mitigation. By spreading investments across a range of asset classes and employing risk management strategies, we aim to minimize volatility and protect against downside risk, while still capturing opportunities for growth.

Furthermore, our team extends beyond investment management to encompass investment tax planning and estate planning services. By optimizing tax efficiency and structuring assets to minimize tax liabilities, individuals can maximize their after-tax investment returns and preserve wealth for future generations.

In today's fast-paced world, partnering with a trusted financial advisor can provide invaluable guidance, expertise, and peace of mind as you work towards your financial goals. Remember, wealth management is not just about accumulating assets—it is about creating a legacy that lasts for generations to come.

Proud to be a national award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • Forbes Best-In-State Wealth Advisor - 2024, 2023, 2022
  • Forbes Top Women Wealth Advisors - 2024, 2023, 2022
  • AdvisorHub Advisors to Watch - 2023, 2022

Contact me

I currently service clients out of both the Century City, CA and Manhattan Beach, CA branches. Please explore my website and feel free to contact me.

My path at RBC

I knew from a young age that I wanted to go far in financial services. With a move to RBC Wealth Management, I found a culture that values the diversity of thought and experience that women bring to leadership.

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Appreciate the acknowledgement, thanks Forbes and SHOOK Research!