SmartAlpha Wealth Advisors LLC

Rajkumar Khandelwal is a financial advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at Intel Corp since 1998. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets while offering a range of financial planning services. The firm’s investment approach combines passive and active strategies with an emphasis on strategic asset allocation and Modern Portfolio Theory, and it provides flexible planning arrangements including hourly planning services.

Sandeep Shah is a financial advisor at SmartAlpha Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at SmartAlpha Wealth Advisors since 2022. Prior to this, he spent 25 years at Intel Corp and has been a Principal at NorthStar International Ventures since 2016, where he focuses on technology consulting and technical advisory outside the investment industry. SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets, offering continuous investment management alongside various financial planning services. The firm’s investment approach combines strategic asset allocation and Modern Portfolio Theory, utilizing both passive and active strategies with tactical adjustments.