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 Management
- Portfolio Optimization
- Asset Allocation
- Risk Assessment
- Estate Planning
- Insurance Planning
- Roth Conversions
- 401K And IRA Planning
- Health Savings Accounts
- Social Security Planning
- Knowledgeable
- Thorough
- Personable
- Professional
- Patient
- Approachable
- Friendly
- Practical
- Thoughtful
- Honest
- Trustworthy
- Objective
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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!)
Excellent experience, highly recommend!
Very straightforward and knowledgeable! Easy to communicate with and had great suggestions, as well as the data and information to back them up. We are confident in our ability to put an end to AUM fees and manage our investments independently with Vinee’s assistance.
Thoughtful financial guidance
Vinee is a trusted advisor who genuinely takes the time to understand his clients. His advice was personalized, easy to understand, and grounded in strong financial knowledge. I appreciate his patience and professional approach. I would go to him again in future and would recommend him to other users
Vinee has understood my goals and has given me ...
Vinee has understood my goals and has given me useful advice how to reach those goals. He has many years of experience and significant knowledge of the intricacies of money management and he is applying that to help individuals like myself with their "financial health". I wish I had known him ( as well as the company Nectarine)many years ago. I am not sure when this company started but its certainly a valuable asset for anybody looking for fee for service experienced fiduciary financial advisors.
Excellent communication, a wealth of knowledge,...
Excellent communication, a wealth of knowledge, appropriate support, and thoughtful planning.
Highly recommend Vinee
Met with Vinee twice on our retirement track, college funding, and portfolio optimization. The value was immediate and actionable. Within the meeting, Vinee identified several concrete improvements. Vinee's follow-up notes were thorough, well-organized, and included specific articles for further reading that provided a lot of value and confidence. Highly recommend for anyone seeking objective financial planning advice, particularly households navigating complex decisions.
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.