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.
Shivam Patel
Wealth Management Advisor
Phone: (630) 735-4203, ext. 104
Email: shivam@scwealthadvisors.com
Shivam Patel is a Wealth Management Advisor at SC Wealth Advisors, bringing a strong combination of academic achievement, financial markets experience, and a genuine passion for helping others. A graduate of the University of Chicago, Shivam developed a strong foundation in finance and economics while gaining hands-on experience in futures trading and financial markets. His trading background gives him a practical understanding of market dynamics, risk, and investment strategy that he now brings to his work with clients.
Shivam is focused on building long-term relationships and helping individuals, families, and business owners invest efficiently, plan confidently for retirement, and navigate the complexities that come with building and preserving wealth. Beyond finance and during his time at the University of Chicago, Shivam was an assistant baseball coach for the Maroons, an experience that reflects his appreciation for teamwork, preparation, and helping others develop and succeed.
Outside of the office, Shivam enjoys spending time with family and friends and staying involved with baseball.
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