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portrait of Raja Reslan
FINANCIAL ADVISOR

Raja Reslan

CFP®, CFA®
10070 Edison Square Dr NW, Suite 103-E, Concord, NC 28027opens in a new window
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About Raja

As a community financial advisor, we have been serving the North Charlotte area since 2016. Prior to Edward Jones, I worked at an investment firm overseas for six years and formed relationships with individual and institutional clients across Europe, MENA and Asia, helping them work towards their investment goals.

In addition to my experience, I earned the CFA® designation. The CFA Institute awards the CFA designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesNovember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

Personal Interests

  • Traveling
  • Reading
  • Baking
  • History and Museums

Team Members

  • Sherri Saxton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(704) 948-5497

Fax

(866) 462-4727

Office Address

10070 Edison Square Dr NW
Suite 103-E
Concord, NC 28027opens in a new window

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