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Ketan M
CFP®, Series 66
Reston, VA
Mehta Services Company
Ketan Mehta is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience. He is the sole advisor at Mehta Services Company, an independent registered investment adviser based in Reston, VA, where he has worked since 2008. Mehta Services Company offers investment advisory services, financial planning, and tax preparation primarily to individual clients who meet specific intake criteria. The firm uses Modern Portfolio Theory and portfolio optimization to create customized portfolios with broad-based no-load mutual funds and ETFs, emphasizing limited discretionary authority and quarterly rebalancing.
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