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Vinee M
CFP®, Series 63, Series 66
Aliso Viejo, CA
Truly Unbiased LLC
Vinee Mehta is a CFP® professional with 16 years of experience in financial advising. She is the principal of Truly Unbiased LLC, an independent firm where she has worked since 2022. Her previous roles include positions at Nectarine, OneEleven, Origin Financial, Strome Group Inc, and Combs Enterprises. Truly Unbiased LLC provides financial planning, consulting, and portfolio management services primarily to individual clients and high-net-worth households. The firm operates on a non-discretionary basis, emphasizing client approval for trades and focusing on cash-flow analysis, tax and estate planning, and client-defined goals.
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