Vinee T. Mehta, Cfp®, Aif® Email & Phone Number

Personal Financial Planning and CFO Services with No Conflicts of Interest, No Product Sales, No Asset Minimums and No Hidden Agendas...Why Truly Unbiased was created...Throughout my career, I have learned a few key lessons along the way. One of the biggest of those lessons is how hard it is for people to get fiduciary level, customized advice in a conflict of interest free way. You get exactly that here. Personalized planning with no conflicts of interest, no product sales, no asset under management fees.Mission Statement:To provide Personal CFO and Financial Planning services to my clients in a conflict of interest free space so that they can establish and understand their financial goals and guide them in building a plan to achieve said goals in the most efficient and cost effective way possible, without selling products, with no hidden agendas and no asset minimums.Core Values:No product salesNo asset minimumsNo Conflicts of InterestNo Hidden AgendasGuiding Principles:Fiduciary Level Guidance and AdviceKeen understanding of after tax cash flowMaking sure every dollar you have is working for youJudgment free zoneEmphasis on index investingFocus on minimizing investment expensesPassive Income planning via Dividend Growth StocksTime in the market vs timing the marketNot having a plan is having a plan to failInvesting should not be a source of entertainmentRockefeller Family Style of Long Term Planning

As Chief Operating Officer of Strome Group, Vinee managed the Family Office including all business and personal affairs for Mark Strome. Mr. Strome is an entrepreneur and philanthropist. Initially one of the founding partners at Kayne Anderson, Mr. Strome founded Strome Investment Management, where he became a notable pioneer in the hedge fund industry. For more than three decades, Mr. Strome has invested internationally with a global macroeconomic focus, achieving worldwide success.

New York, Ny, Us

During his time with Combs Enterprises, Vinee managed the Family Office and all personal finances for Sean “Diddy/Puff Daddy” Combs. Vinee worked directly with Mr. Combs and was selected to be part of his Executive Leadership Team. Mr. Combs has been recognized by Forbes as the Wealthiest Hip Hop Artist in the world for the years 2011-2017 in terms of overall net worth, 820M in 2017, and annual income, 130M in 2017 (Published in Forbes).

La Jolla, Ca, Us

At MWM, Vinee served as COO and Family Investment Officer, where he worked with high net worth families and individuals, building plans and implementing strategies to manage, protect and enhance wealth from generation to generation. Vinee has worked alongside the founding family office of MWM for over a decade, providing financial guidance and working to find new investment opportunities as the family transitions into their now seventh generation.

Boston, Ma, Us

Vinee served as Vice President in the role of Senior Account Executive, where he provided holistic financial advice to accomplish the vision of the client while maximizing wealth creation. He accomplished this by building relationships with prospects and clients by understanding what they are looking to accomplish by using a consultative sales process while guiding them through the full array of Fidelity products & services while focusing on guidance, investments, value and exceptional service. Vinee was responsible for establishing face-to-face appointments and interactions, educating customers on the technology used to monitor and manage investments, and partnering with Fidelity business partners to satisfy customer investment needs when faced with complex solutions.

Charlotte, Nc, Us

At MAACO Enterprises, Vinee managed a team of 15 people and oversaw all aspects of the business including sales, production, training and marketing. His responsibilities included negotiating delivery agreements with vendors and customers, performing inventory control, purchasing of all necessary supplies and handling all accounting and bookkeeping functions.

During his time as Controller at Gemelli Group, Inc., Vinee was responsible for all aspects of the accounting and financial records for the organization. As a Controller he established, monitored and enforced a credit rating system for both suppliers and customers; prepared daily, weekly and monthly reports for management along with quarterly reports for investors and audited all product lines to seek ways in order to improve profitability.

Los Angeles, Ca, Us

As a Wealth Management Advisor for SEIA, Vinee provided comprehensive financial planning and analysis including retirement, estate and insurance planning. He consistently achieved or exceeded all sales quotas each year, trained and mentored new advisors in insurance and retirement planning techniques and completed his Certified Financial Planner Designation while maintaining full production. As a member of research team, Vinee also provided investment advice to advisors of the firm who were responsible for over $1B in client assets.

Master Of Business Administration - Mba, Business Administration And Real Estate

Bachelor Of Arts - Ba, Business Economics: Emphasis In Accounting, Minor: Sports Management