Mehul Mistry, CFP®
Associate, Secure Planning Strategies
24800 Denso Drive Suite 265 Southfield, MI 48033
Mehul Mistry is a CERTIFIED FINANCIAL PLANNER™ and has been in the financial services industries for more than 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 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 a valuable insight in helping to create their unique estate and financial plans.
Mehul was featured in the June 2010. 2011 & 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 special needs 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.