Annamalai Rajendran CFP®
Annamalai "Raj" Rajendran, CFP®, is the founder, President, and Chief Investment Officer of Family CFO, Inc. Previously, he served in several Silicon Valley based corporate executive positions, including as a CFO and as a Vice President of Finance.
Raj graduated from the Indian Institute of Technology (IIT) in Chennai with a Bachelor's degree in engineering. He also obtained a Master’s degree in Management Science from Imperial College in London and is a certified financial planner (CFP®).
Raj has lived in the Bay Area for over twenty-five years with his wife and two children. Raj is an avid hiker and has summited Mount Everest Base Camp, Mount Whitney, Half Dome, and Machu Picchu.
Willie Yglesias joined Family CFO as a Paraplanner in 2022. He previously worked as a Portfolio Manager at a local Registered Investment Advisor. He has worked as an Operation Specialist at a Single Client High Net Worth Family Office in Las Vegas and a Client Services Manager at a local Registered Investment Advisor.
Willie has a Bachelor of Science in Business Administration, Concentration in International Business, from California State University, Fresno. He has been in the finance industry for over 20 years. He has held positions in banking, auditing, consulting, and investment industries.
Mark Tran MBA
Mark Tran, MBA, joined Family CFO, Inc. as a Client Services Associate in 2019, and has expanded his role to Para Planner. Mark previously worked as an engineer in Silicon Valley.
Mark earned a Bachelor's degree from Cal Poly - San Luis Obispo in Electrical and Electronics Engineering, and an MBA from San Jose State University.