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Our financial advice team


Rohan Mehta

Rohan Mehta

CFP®, APMA®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
AlphaView Wealth Advisors
13
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
  • Employee Stock Options
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Investment Management
  • Charitable Giving
  • Tax Planning Strategies

Interests

I enjoy golfing, traveling, cooking, and rooting for Boston sports teams. I also really enjoy spending quality time with my friends and family. Most recently, my wife Amanda and I, moved to Natick, MA and welcomed our first child, Marleigh.

Awards & recognition

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

Previous experience

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

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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)