Milpitas, CA Montague Expressway Office

Bhavin Mehta is a CFP® with 34 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. from 2017 to 2024, and held positions at LPL Financial and Kestra Financial Services. Outside of his advisory work, Mehta serves as an officer and board member of Omkar Rocklin Inc., a motel property business, and is involved with an HOA board and a software consulting firm operated by his wife. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, utilizing asset-allocation tools, risk assessments, and third-party platforms to construct and manage portfolios.

Dinesh Goyal is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securities America Advisors, LPL Financial, and Kestra Financial Services. Goyal is also a trustee of the Dinesh & Seema Goyal Family Trust. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of portfolio construction tools and supports a variety of account management options, including discretionary and non-discretionary management.