PERSONAL CFO SERVICES with NO Conflicts of Interests. the way planning should be donE
the way Planning should be done...
Why Truly Unbiased was created...
Throughout my career, I have learned a few key lessons along the way. One of the biggest of those lessons is how hard it is for people to get fiduciary level, customized advice in a conflict of interest free way. You get exactly that here. Personalized planning with no conflicts of interest, no product sales, no asset under management fees.
Mission Statement
To provide Personal CFO and Financial Planning services to my clients in a conflict of interest free space so that they can establish and understand their financial goals and guide them in building a plan to achieve said goals in the most efficient and cost effective way possible, without selling products, with no hidden agendas and no asset minimums.
Core Values
- No product sales
- No asset minimums
- No Conflicts of Interest
- No Hidden Agendas
Guiding Principles
- Fiduciary Level Guidance and Advice
- Keen understanding of after tax cash flow
- Making sure every dollar you have is working for you
- Judgment free zone
- Emphasis on index investing
- Focus on minimizing investment expenses
- Passive Income planning via Dividend Growth Stocks
- Time in the market vs timing the market
- Not having a plan is having a plan to fail
- Investing should not be a source of entertainment
- Rockefeller Family Style of Long Term Planning
THINGS TO Think About...
Do the best you can until you know better. Then when you know better, do better. - Maya Angelou
The level of thinking that got you to where you now are will not get you to where you dream of being - Albert Einstein
Absolutely nothing. At Truly Unbiased, we do not make product sales, we do not earn commissions, we do not do revenue sharing agreements nor do we give or receive finders fees. We do not charge assets under management fees either.
We are selective in who we work with as we want to make sure each relationship is mutually beneficial for both sides. If there is indeed a good fit, we generally work with clients on either an ongoing retainer or project basis.
The founder of Truly Unbiased, Vinee Mehta, has a career in the financial industry spanning over twenty-five years. He has held the following roles:
- Finance & Business Manager for Global Icon, Sean "Puff Daddy/Diddy" Combs
- Chief Operating Officer of Family Office for Hedge Fund Legend, Mark Strome
- Vice President, Presidents Circle, Wealth Management, Fidelity Investments
- Wealth Management Advisor, Signature Estate & Investment Advisors
Designations currently holding:
- Certified Financial Planner, CFP
- Accredited Investment Fiduciary, AIF
Prior Education:
- Masters in Business Administration, University of Southern California
- Bachelors of Arts, UC Santa Barbara
- Sports Industry Essentials, Columbia University
Please reach out with any questions:
Copyright © 2024 TRULY UNBIASED LLC - All Rights Reserved. ADV PART 2
Truly Unbiased LLC is a registered investment adviser registered and offering advisory services in the State of California and in other jurisdictions where exempted. This website is solely for informational purposes. No advice may be rendered by Truly Unbiased LLC unless a financial planning agreement is in place. Truly Unbiased LLC provides links for your convenience to websites produced by other providers or industry related material. Truly Unbiased LLC is not responsible for errors or omissions in the material on third party websites. This website is provided “as is” without any representations or warranties, express or implied. Truly Unbiased LLC makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Truly Unbiased LLC will not be liable to you in relation to the contents of, or use of, or otherwise in connection with, this website. By using this website, you agree that the exclusions and limitations of liability set out in this website disclaimer are reasonable.
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