Mehul Mistry, CFP®

Partner, Secure Planning Strategies

25925 Telegraph Rd Southfield, MI 48033

Mehul Mistry is a CERTIFIED FINANCIAL PLANNER™ and has been in the financial services industries for over than 24 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 small businesses, he consults with owners and key employees to develop solutions for their retirement planning, business succession, and overall risk management needs. 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. In working with families with special needs children, he provides valuable insight into helping to create their unique estate and financial plans.

Mehul was featured in several 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, and has also published in Medical Economics. Mehul served both as a board member, as well as a past President of the Board for On My Own of Michigan, a local non-profit organization that assists adults with special needs to gain independence. He is also a member of the Autism Society of America and the Financial Planning Association – both locally and nationally.

Mehul enjoys the outdoors, traveling, Michigan football, and spending time with his children, Roop & Veer.