Rohan Mehta is a Certified Financial Planner with AlphaView Wealth Advisors, with over 14 years of experience helping clients. Rohan’s parents immigrated from India in the1980s, and he was raised with humble beginnings in New England. He learned from his 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.
Rohan believes that each client is unique and requires individualized care and attention. His goal is to work with families that want to be informed and educated about their financial picture to help make real impactful changes as they journey through their life experiences with confidence and comfort.