Santa Ana, CA Office

Rasik Shah is a financial advisor with Raymond James Financial in Santa Ana, CA, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory role, he is an associate at Ketchum Investment Management Co. Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Daniel Ketchum is a financial advisor with Raymond James Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James Financial since 2009 and has worked at Raymond James Financial Services since 2004. Ketchum also participates in third-party research within the 401(k) plan space through occasional surveys for financial services firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports various advisory programs and institutional portfolio management.