Raghunathan Rajagopalan CFP®,ChFC®,WMCP®,RICP®, CLU®,CLTC®,FLMI®,QPFC® in

Raghunathan Rajagopalan CFP®,ChFC®,WMCP®,RICP®, CLU®,CLTC®,FLMI®,QPFC®

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Wealth Management Advisor/Field Director at Northwestern Mutual
📍 Milwaukee, Wisconsin, United States

Raghunathan is a Wealth Management Advisor and Field Director at Northwestern Mutual with over 25 years of experience. He specializes in creating financial plans for physicians, dentists, and IT professionals. He holds a Masters degree from Annamalai University and is described by colleagues as hard-working, diligent, and thorough.

Outside of work, Raghunathan is dedicated to his community. He has previously served as a Board of Director for the non-profit Greater Milwaukee Tamil Sangam, indicating a strong connection to his cultural heritage and a passion for local engagement.

He made a significant career transition from being a Vice President of Technology to a leading financial advisor.

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Experience
16 Years
Current Role
Wealth Management Advisor/Field Director
Job Level
Mid-senior
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Raghunathan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Raghunathan cares about

Comprehensive Financial Planning
His core mission is to educate clients and build customized, comprehensive financial plans that protect their most important assets and goals.
Advising Medical Professionals
He specifically focuses on helping successful physicians and dentists across the country make strategic financial decisions for their practices and families.
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Career

Work history

1-2022
Wealth Management Advisor/Field Director
Northwestern Mutual
4-2019 - 1-2022
Field Director/Financial Advisor Northwestern Mutual
Northwestern Mutual
2-2018 - 3-2019
Financial Advisor
Northwestern Mutual
9-2009 - 8-2011
Vice President - Technology (Products & Solutions)
Multi National Company
8-2006 - 9-2009
Senior Business Architect Consultant
Northwestern Mutual
In the press

Media appearances

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Education
1995 - 1997
Masters
Annamalai University
1990 - 1992
Education details unavailable
Vivekananda Vidhyalaya
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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