Raj Shah
Co-Founder & Wealth Management Advisor
Phone: (630) 735-4203, ext. 101
Email: rajshah@scwealthadvisors.com
Raj Shah is the Co-Founder of SC Wealth Advisors, an Independent Registered Investment Advisor. He is also the Founder and President of Secure Capital Management USA, LLC, a retirement and income planning firm. Raj is the host of “Unleash Your Wealth” a popular radio program in the Chicagoland area on AM560 WIND, which is also a podcast. His advice and views have appeared in Forbes, CNN Money, Fortune, U.S. News, CBS, and WGN.
Raj has more than 20 years of experience helping clients reach and maintain their financial goals. As a trusted advisor, Raj takes a comprehensive approach with his clients and assists them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make and helps them create and execute a financial, tax, and estate plan that guides them to and through retirement. Raj holds a professional series 65 securities license, which means he is held to the fiduciary standard. Raj is legally and ethically bound to the best interest of his clients. Raj continues to educate himself to stay at the forefront of investments and planning for his clients. Raj is also involved in local and private charities as he feels it’s extremely important to give back to the community.
Raj is a devoted husband to his wife Sejal, and together they have two beautiful children, Rohan and Ashna. During his time away from the office, Raj enjoys spending time with his family, playing golf, reading, traveling, and cooking sometimes!
Richard M. Borek, CFP®
Co-Founder & Wealth Management Advisor
Phone: (630) 735-4203, ext. 103
Since entering the financial services industry in 1989 Richard has dedicated his professional life to the pursuit of helping his clients reach their financial goals. He is the co-host of “Unleash Your Wealth” a popular radio program in the Chicagoland area on AM560 WIND, His advice and views have appeared on television on Fox, CBS, and WGN. As a CERTIFIED FINANCIAL PLANNER™
professional Richard takes a holistic, personalized approach to bring all the pieces of your financial life together.
Puja Agrawal
Sr. Financial Assistant | Client Relations
Phone: (630) 735-4203, ext. 102
Puja Agrawal has been with SC Wealth Advisors since 2014 in administrative and paraplanning roles. Currently, she is working as a Senior Financial Paraplanner. Puja is always excited to share her experience & knowledge with our clients, assisting current and future clients in achieving their financial goals. They appreciate her attention to detail, good listening skills and great empathy, and she works closely with the advisors to ensure no stone is unturned in the advice we provide. When working with Puja, you can expect both direct and personal communication. She ensures that everything is kept to time and runs smoothly. She works with our technology partners to ensure our advisers are fully equipped to meet our client’s needs.
Puja graduated with a Master’s in Business Management (Finance) in 2013. She is happily married and has two lovely daughters, Aria and Arshia. In her spare time, she enjoys gardening, ‘DIY’ projects and spending time with family and friends.
Delaney Kosar
Client Services Specialist
Delaney Kosar is a Client Services Specialist at SC Wealth Advisors where she plays a key role in supporting clients and ensuring a smooth, seamless onboarding experience.
Delaney is a graduate of Illinois State University where she developed a strong foundation in communication and relationship management with the help of theatre and performance. She grew up working in her family’s dry cleaning business, an experience that shaped her work ethic and taught her the importance of personal service, trust, and long-term relationships. Through her daily interactions with customers, she learned how clear communication and attention to detail create lasting client loyalty.
At SC Wealth Advisors, Delaney continues to build on this background by working closely with clients throughout the onboarding process and beyond. She is dedicated to guiding clients through each step of their transition to SC Wealth Advisors, ensuring they feel informed, supported, and confident from day one. Delaney takes pride in being a consistent point of contact and in helping deliver the high-touch, client-first experience that defines SC Wealth Advisors.
When she’s not in the office, Delaney spends her free time watching and playing rugby, doing prop work for a local theatre company, and spending quality time with her friends and family.
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