Manish Mehta, CFA, CFP is a Managing Director of Wealth Management at UBS Financial Services Inc. in Winter Park, FL. With over a decade of experience in wealth management, Manish specializes in advising high net worth clients and institutions, developing personalized strategies to address their complex needs. He is a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and has received recognition from Barron's and Forbes for his expertise in the field.
Outside of his professional life, Manish enjoys spending time with his two young daughters and pursuing fitness activities. He has a passion for nutrition and health, and is always eager to explore new countries and cuisines. With his extensive knowledge and dedication to his clients, Manish is committed to helping individuals and organizations achieve their financial goals.
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