With more than 15 years of experience in private banking and investment management, Miten Bhatia is committed to understanding what’s most important to his clients.
"With experience working for a large national bank and brokerage company, I have been exposed to thousands of client situations,” said Miten. “Through a consultative-based planning process, I am able to customize, implement, and monitor investment strategies to help customers address their most important financial priorities and helped them stay invested, organized and confident."
A lifelong learner, Miten is an Accredited Wealth Management AdvisorSM and draws on years of technical understanding, knowledge and research to design and manage investment portfolios. His interests lie in helping clients plan for retirement, generate income and navigate through making decisions on wealth accumulation, distribution, preservation and transfer in tax-efficient ways.
Being a native of Mumbai, India, Miten has completed business management coursework at University of Mumbai and graduated from University of Texas at Austin. Miten participates in career development workshops for children on banking, credit and finance fundamentals. He enjoys playing tennis, traveling, and spending time in the outdoors.
Serving - San Francisco and San Mateo, CA
For Financial Reviews and Retirement Planning Consultations:
Direct: 650 488 2488
Office Address: 1551 El Camino Real, Millbrae CA 94030