Mehul Mistry is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industries for over 15 years. He joined Secure Planning Strategies in 1999.
Mehul is dedicated to the success of our clients and our firm, and values the importance of building long-term personal relationships in helping clients reach their financial goals. In working with families with special needs children, he provides a valuable insight in helping to create their unique estate and financial plans. When working with individuals, his preference is to develop a comprehensive financial plan that encompasses short and long term planning, rather than focusing on individual products to meet a singular need.
Mehul was featured in the June 2010, 2011, and 2013 issues of Hour Detroit and the July/August 2010, 2011, and 2013 issues of DBusiness publication as a FIVE STAR Wealth Manager, an elite group representing less than 7 percent of the wealth managers in the Detroit area. Mehul is a board member of On My Own of Michigan, a local non-profit organization that helps adults with disabilities gain independence. He is also a member of the Autism Society of America and the Financial Planning Association – both locally and nationally.
Mehul and his wife Vashali enjoy the outdoors, traveling, and Michigan football. They are the parents of a daughter, Roop.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. (Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.