Rajiv Rebello
Login to view DISC.Rajiv Rebello is the Principal of Colva Capital, where he specializes in creating tax-efficient investment, retirement, and estate planning strategies for high-net-worth families. An actuary with a degree from Stanford University, he leverages deep insurance expertise to advise wealth management professionals and holds Series 6 and 63 certifications.
Rajiv is a prolific writer who is passionate about educating the financial community. His articles on complex tax and insurance strategies have been featured in prominent industry publications like ThinkAdvisor and Nerds Eye View, demonstrating a commitment to sharing his specialized knowledge with other advisors.
He uniquely applies actuarial principles, typically used for insurance risk, to the management of alternative investment portfolios like life settlements.
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