Advisor profile


My approach

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.

15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Investment Management
  • Charitable Giving
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care®

Education

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

Awards & recognition

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

Previous experience

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

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 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.

Community participation

Participant and Team Organizer in the Walk for ALS in Worcester, MA (2014-Present)

Participant and Team Organizer in the Walk to Cure Diabetes in Boston, MA (2014-Present)

Volunteer at Marlborough Community Cupboard (2014-Present)

Interests

I enjoy golfing, traveling, cooking, and rooting for Boston sports teams. I also really enjoy spending quality time with my friends and family.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.