Mahesh Nathwani

Mahesh’s financial education includes an ivy league MBA and a degree in Economics/Statistics along with Insurance & Series 65 certifications. After spending 30 years working in international business and finance, he transitioned to the financial services industry in 2011. Mahesh credits his career working in various global financial markets for giving him a depth of understanding of many financial products and strategies.

A personal interest in holistic healing methods sparked his preference to use a “financially
holistic” approach when advising his clients. As an educator and financial advisor, he assists
individuals and businesses by utilizing a unique, holistic approach to financial planning and
wealth management.

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