Vinee Mehta, CFP®, AIF®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Vinee
Bio
Throughout my career, I have learned some key lessons along the way. One of the biggest of those lessons is how hard it is for people of all financial backgrounds to get fiduciary level, customized advice in a conflict of interest free way. You get exactly that here. Personalized planning with no conflicts of interest, no product sales, no asset under management fees.
I Can Help You With
I Enjoy Working With
Personal Stuff
I love traveling, exploring and trying new things. From ziplining through the jungles of Costa Rica, sailing off the coast of Croatia, visiting the Taj Mahal and getting lost in the canals of Venice, I love to take on an adventure. With that said, I am afraid of heights so I figured I might as well try my luck with paragliding during my last trip to Colombia. I survived...but am still afraid of heights!
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Retirement Planning
- Tax Planning
- Investment Planning
- Portfolio Allocation
- Asset Allocation
- Roth Conversions
- Estate Planning
- Insurance Planning
- Social Security
- College Funding
- Real Estate Planning
- Cash Management
- Knowledgeable
- Thorough
- Thoughtful
- Patient
- Clear Communicator
- Approachable
- Personable
- Professional
- Practical
- Honest
- Trustworthy
- Unbiased
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Highly Recommended
I can’t begin to tell you the confidence and trust I feel in having Vinee as my financial advisor. I feel grateful to have found him, and I feel he gives very clear and concise advice. He has so much financial experience and he is extremely knowledgeable and he customize my plan so that it relates to myself and my family, not cookie cutter.
Great meeting - thorough and thoughtful
Vinee was very thorough in my review. He listened to my particular situation and provided very strategic and thoughtful actions to take in the future. I strongly recommend Vinee
One meeting with Vinee was a power hour! I lear...
One meeting with Vinee was a power hour! I learned a lot from Vinee in a short amount of time. He is an excellent listener and clearly very knowledgeable. His approachable and practical knowledge was extremely helpful.
Overall valuable experience.
Meeting with Vinee Mehta was an overall. Wonder Meeting with Vinee was an overall wonderful experience. I have a pretty good feel on my financial situation but Vinee had given me more guidance on tax strategies for retirement that I not considered. He is not the most expensive person hr in the system but I feel don’t think I could have my questions answered by one who charges more. Overall a very positive experience that I would consider using in the future
Vinee is a wonderful resource for financial pla...
Vinee is a wonderful resource for financial planning. He was very knowledgeable and gave us great insightful tips regarding our current status and advice on moving forward tomake our retirement years financially stress free. He is very easy to tqlk to and would highly recommend him.
10/10 recommend Vinee
I had a great experience working with Vinee. He was personable, knowledgeable, and professional. He took the time to understand my financial goals, explained my options clearly, and answered all of my questions with patience and expertise. I appreciated his honest advice and thoughtful recommendations and plan to follow-up with him in the future. I would highly recommend him to anyone seeking financial guidance.
Actionable retirement plan feedback
This was our second time working with Vinee. He provided helpful and actionable feedback for our retirement planning both during our meeting and in a followup email. We will reach out again in the future.
Five star financial planning advice !!!!
We cannot imagine a more comprehensive and personable experience of financial planning advice on the verge of beginning TIAA annuity payments than our recent one with Vinee Mehta. We expect to follow up based on his invaluable summary of our session. Five stars indeed !
Vinee is an experienced advisor. He is especial...
Vinee is an experienced advisor. He is especially knowledgeable about taxes, and I can take his advice without any hesitation because I know it is correct. In addition, he is a true fiduciary, which I can say because I learn something new at every meeting when he gives me useful, practical advice regarding my finances. Highly recommend
Fantastic, thorough review of my finances! Vine...
Fantastic, thorough review of my finances! Vinee did a great job of decoding my finances and providing useful, actionable advice in a way that was easy to understand. He made sure I got the most out of my time, answered all of my questions, and then made sure to give some additional general recommendations. The meeting notes summarized our conversation perfectly and I'm really grateful for his help. Can't recommend him enough (and already have to friends!)
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.