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Venera I

Series 66

Pepper Pike, OH

2 Knights Wealth Management, LLC

Venera Izant is a financial advisor at 2 Knights Wealth Management, LLC with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wunderlich Securities, Inc., Cetera Investment Advisers LLC, and B. Riley Wealth Management. 2 Knights Wealth Management provides personalized investment management and financial advice primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term investment strategy using fundamental, technical, and cyclical analysis with actively managed mutual fund portfolios based on Modern Portfolio Theory.

General retirement planning Cash flow / budgeting Wealth management Real estate investing
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Rakesh M

CFA®

Pepper Pike, OH

2 Knights Wealth Management, LLC

Rakesh Mehra is a CFA® charterholder with 26 years of industry experience. He is a principal at 2 Knights Wealth Management, LLC, having previously worked at RM Investment Management, Inc. for 28 years. 2 Knights Wealth Management provides personalized, discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on long-term equity selection and uses a blend of individually managed portfolios and actively managed mutual funds guided by Modern Portfolio Theory, supplemented by artificial intelligence and machine learning tools.

General retirement planning Cash flow / budgeting Wealth management Real estate investing
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