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Vinee Mehta, CFP®, AIF®

Vinee Mehta, CFP®, AIF®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$225one time
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$3,000one time
Currently no availability

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$500/ month
(billed $1,500 every three months)
1/2 spots available!
Which service is right for me?

About Vinee

22
years of experience
562
The Hour meetings
17
The Plan engagements
4.99
average review

Bio

Throughout my career, I have learned some key lessons along the way. One of the biggest of those lessons is how hard it is for people of all financial backgrounds 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.

I Can Help You With

401k rollover
Annuities
Budgeting
Charitable giving
Estate planning
Getting started with investing
Insurance
Portfolio review
Real estate
Roth conversions

I Enjoy Working With

Child-free
Families with children
FI/RE
Healthcare professionals
LGBTQ+ Community
Millennials / Gen Z
Pre-Retirees
Public service professionals
Retirees
Teachers & educators

Personal Stuff

I love traveling, exploring and trying new things. From ziplining through the jungles of Costa Rica, sailing off the coast of Croatia, visiting the Taj Mahal and getting lost in the canals of Venice, I love to take on an adventure. With that said, I am afraid of heights so I figured I might as well try my luck with paragliding during my last trip to Colombia. I survived...but am still afraid of heights!

Education & Designations

UC Santa Barbara (UCSB)
B.A. Business Economics & Accounting
University of Southern California
Masters in Business Administration
Accredited Investment Fiduciary™
Since 2014
Certified Financial Planner™
Since 2002

Experience

Truly Unbiased LLC
Founder
2023 – Present
Private Family Office
Family Office Executive
2016 – 2021
Fidelity Investments
Vice President
2010 – 2014
Signature Estate & Investment Advisors
Wealth Management Advisor
1999 – 2005

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Vinee Mehta, CFP®, AIF® — Fiduciary Financial Advisor | Nectarine