Work with an Expert Financial Consultant You Can Trust

Managing your finances requires more than just numbers — it requires insight, strategy, and experience. As a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®), Munish Mehan specializes in helping professionals, business owners and families achieve financial freedom through customized planning, tax-smart strategies and wealth protection solutions.

Let’s build a clear, actionable plan that aligns with your goals — whether it’s retirement, business succession, or financial security for your loved ones. Every consultation is focused on your needs, not products.