Ketul Mody
About Ketul Mody
Ketul Mody Senior Partner
Ketul Mody holds the position of Senior Partner. In this role, he applies his extensive knowledge and expertise in financial planning and wealth management to guide clients in achieving their financial goals. His leadership and strategic insights contribute to the ongoing success and growth of the firm.
Ketul Mody Wealth Manager
As a Wealth Manager, Ketul Mody specializes in providing tailored financial advice to clients. He focuses on developing personalized investment strategies, managing assets, and ensuring financial security. His approach involves understanding individual client needs and offering solutions that align with their long-term financial objectives.
Ketul Mody Certified Financial Planner (CFP)
Ketul Mody is a Certified Financial Planner (CFP). This designation demonstrates his commitment to adhering to the rigorous standards of the financial planning profession. It signifies his expertise in a broad range of financial topics including retirement, investment, tax, and estate planning.
Ketul Mody Retirement Income Certified Professional (RICP)
Ketul Mody holds the designation of Retirement Income Certified Professional (RICP). This qualification underscores his expertise in helping clients plan for and achieve a secure retirement. He is proficient in developing and managing retirement income strategies to ensure clients can maintain their desired lifestyle throughout retirement.