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Rohan Mehta, Private Wealth Advisor serving the Marlborough, MA area - Ameriprise Advisors

Rohan Mehta

CFP®, APMA

Private Wealth Advisor

AlphaView Wealth Advisors
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bentley University, B.S. in Economics-Finance, 2008
  • St. John's High School, Shrewsbury, MA, 2004

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2023
  • AlphaView Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Top Next-Generation Wealth Advisors, 2020, 2021

Previous experience

  • Senior Regional Investment Consultant, Fidelity Investments, 2008-2014

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

AlphaView Wealth Advisors - Community participation photo

Participant and Team Organizer in the Walk for ALS in Worcester, MA (2012-Present)

Volunteer at Marlborough Community Cupboard (2014-Present)

Interests

My parents immigrated from India in the 1980s, and I was raised with humble beginnings in New England. I learned from my father’s experience that financial security is not just about making money; it’s about the freedom and confidence that comes with having a plan for your future. I believe that each client is unique and requires individualized care and attention. The goal for our practice is to work with families that want to be informed and educated about their financial picture in order to make a real impactful change as they journey through their life experiences with confidence and comfort.

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2023 Forbes Best-in-State Next-Generation Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.