Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 10036
Rajiv Eluthesen is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served for 15 years. Based in the Bay Area, Rajiv works closely with a select group of clients, many from technology and biotech industries, to develop personalized financial strategies that address retirement, college planning, stock options, and RSU management. His approach emphasizes balancing clients’ current lifestyle enjoyment with the pursuit of their long-term financial goals through step-by-step wealth planning designed to amplify strengths, minimize risks, and adapt to evolving circumstances.
Rajiv graduated from the University of California at Berkeley in 2010 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification as well as the Personal Investment Advisor (PIA) designation. Raised by immigrant parents who realized the American dream in one generation, he was inspired to pursue a career dedicated to helping families and individuals achieve their wealth management objectives. Rajiv has been recognized by Forbes on their “America’s Top Next-Generation Wealth Advisors” list in 2018 and the “Best-in-State Next-Generation Wealth Advisors” lists in 2019 and 2022.
Outside of his professional work, Rajiv leads an active lifestyle that includes bicycle racing with the Peninsula Velo team, skiing, backpacking, and traveling. He enjoys engaging in conversations on a broad range of topics and exploring global cultures through his travels.
Bank Of America, N.a.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2010 - Present (16 years)
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