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Our financial advice team


Hiten Mehta

Hiten Mehta

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
AlphaView Wealth Advisors
23
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.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Small Business
  • Charitable Giving
  • Domestic Partner Planning
  • Women's Financial Strategies

Interests

  • I embark on international trips to learn about different cultures.
  • I enjoy Indian (Hindustani) and Western Classical Music.
  • I enjoy reading self-improvement, inspirational and relationship oriented non-fiction
  • I'm learning to paint in different mediums.

Awards & recognition

  • Ameriprise Circle of Success, 2014, 2016-2019

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and 63 Licenses
  • B.S., 1979, Engineering and Economics Bombay University, Mumbai, India

Professional associations

  • Member, Financial Planning Association USA
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • Sponsor,Feeding America
  • Food Drive Contributor,Marlborough Food Pantry
  • Opera Worcester, Inc., Advisor to Board of Directors, Worcester, MA
  • LearnQuest Academy of Music, Advisor to Board of Directors, Waltham, MA
  • Healing Heart Hospitality House, Advisor to Board of Directors, Worcester, MA
  • Participant and Team Organizer in the Walk for ALS in Worcester, MA (2012-Present)
  • Participant and Team Organizer in the Walk to Cure Diabetes in Boston, MA (2012-Present)