Radhika MehtaRadhika Mehta, CFA®, CFP®, CIMA®, CRPC®, CEPA®, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
Working Mother
About Radhika
Radhika Mehta is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As founder of The Mehta Team, Radhika brings 24 years of industry experience to financial planning and dedication to excellence in client care. Radhika is proud of our team's ability to support a variety of high-net-worth individuals, families and small businesses as a fiduciary. Putting our clients' needs first is the hallmark of her work, where she will "run through walls" to help create positive outcomes for each client. With a commitment to meticulous service, she motivates our team to lead and advise with a similar passion.
No matter the nuances of our clients' financial lives, Radhika helps them forge the path to stability, success and growth. To this goal, Radhika has earned a multitude of designations to cultivate and deepen her skillsets and the astute advisory guidance she provides our clients. She is well-versed in helping clients address a breadth of complex planning needs, such as concentrated stock options, exit planning strategies, wealth-preservation strategies and more. Through personalized financial planning, she helps each person design a multi- generational foundation for strategic decision-making in every life stage.
Throughout her career, Radhika has supported long-time clients through various market changes and values guiding people on how to thrive through transitional circumstances and events. She believes in forging a personal, emotional relationship with everyone she works with and curating our clients' support with like-minded collaborators. By being a conduit for clients' holistic service infrastructure, she appreciates helping to protect their interests so they can pursue their greatest opportunities.
Before joining J.P. Morgan Wealth Management, Radhika served 22 years as a Wealth Management Advisor at Merrill Lynch, where she also held a position on Merrill Lynch's Advisory Council to Management. She earned her B.A. in English with honors from Delhi University and an M.B.A. in Finance from the New York Institute of Technology. Radhika holds the Accredited Investment Fiduciary® (AIF®) designation, which attests to her ability to invest for ERISA and 401(k) plans.
In her free time, Radhika likes to bike, run, and go to concerts/shows.
Professional designations
- CFA® Charterholder
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Chartered Retirement Planning CounselorSM
- Certified Exit Planning Advisor®
- Accredited Investment Fiduciary®
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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