Amar Mehta

Background

About Amar Mehta

As a Financial Advisor, I am a passionate advocate for my client’s interests. I work with them to design and implement disciplined investment strategies that reflect their values, goals, and unique situations. I believe that effective planning requires a thoughtful approach, proactive management, and consistent communication to help stay on track to achieve their goals. As a CERTIFIED FINANCIAL PLANNERTM professional, I am committed to providing the highest standard of care for my clients and am held to strict ethical standards to ensure planning recommendations are in their best interest. With over 14 years of experience, my clients include successful individuals, families, business owners, and young professionals. I offer them access to a wide array of products, services, and access to economic and market expertise to help them make informed decisions. My goal is to be my client’s Financial Advisor for life, bringing a sense of clarity to the investing process, being a trusted and valued resource for critical information, and helping my clients navigate life's changes and transitions. CA Insurance License#: 4114820, resident state, PA This information is intended for use by residents of PA, NJ, DE, AZ, CA, CO, DC, FL, MA, MD, ME, NC NY, OH, OK, SC, TX, VA, and WA Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on