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Rashi Vora, CFS®, CES®

Vice President, Operations
Financial Planning Division

Managing the day to day operations and compliance in the Financial Planning Department really leverages Rashi's inherent skill of doing things right and doing things well.

Rashi has strong experience in assisting wealth advisors and financial planning professionals with developing client plans and presentations. Her solid experience in the banking industry as an investment relationship manager and as a financial planning associate provides the foundation for her position with NCH.

Rashi was instrumental in introducing "needs based planning" for a notable firm in Bombay. She holds a Bachelor of Commerce degree from the Mithibai College of Commerce and a Masters of Management Studies with a specialization in Finance from Mumbai University.

Rashi is a Certified Fund Specialist®, in addition to holding Series 7 and Series 66 securities registrations and California life and health insurance licenses.

Member of AICPA
BDO Alliance USA
Member of CalCPA

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