It is especially important for these clients to have a financial and investment plan that they can understand and execute. Many times, this group does not have a full grasp of U.S. tax regulations or how the investment landscape works. I want to provide appropriate financial education, a plan built to meet their needs, and guide them in tracking their progress over time.
I am currently working with hundreds of clients and, in many cases, their families. Each client is different. One client might be a recently married 28-year-old technology professional on a fast career track and another might be an older small-business owner with college-age children. So, it is very important to customize both the financial plan and the investment approach to meet the client’s specific needs and objectives.
Financial education is a very important part of my practice. There is a lot of misinformation on the internet, or information that is slanted toward a particular point of view. I conduct a great deal of outreach in the Indian community through seminars that promote financial education and awareness. I also work on a pro bono basis with young people to help them plan for and fund their college education.
I work with the Indian community in a variety of other ways, from involvement with the local Hindu temple to actively working as a volunteer for community events. My overall philosophy is to help the community in any way that I can. As our community grows and prospers, that will be personally rewarding in and of itself and, also, ultimately help my practice to grow.
Disclosure: Divam Mehta is a registered representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Mehta Financial Group, LLC.
Post-publication note: Mr. Mehta has been registered with Cambridge Investment Research Inc. since 2017.
Photography by Chris Winton-Stahle
