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Anant Mehta, CLU, ChFC, MBA

Anant Mehta, CLU, ChFC, MBA

Financial Specialist

Anant Mehta  started in the Financial Services industry in 2002 after a decade in the pharmaceutical arena as a sales rep, management trainer, and pharmacy benefit management company division manager.  Anant started his financial experience in the mortgage field and parlayed those skills into a position with Northwestern Mutual in 2006 gaining his CLU and ChFC designations.   He left at the start of 2013 and joined Wealth Strategies Group in the Denver Tech Center.  Anant has a passion to see others succeed in all areas of their lives, but he feels he can have the most impact in the financial arena for clients.  He focuses his attention on the family and small business owner so that he can give them his specialty in insurance planning and estate planning from a tax efficiency standpoint.  His true desire is to help people counteract longevity risk by implementing strategies to maximize withdrawals in retirement and honor legacy desires. Anant firmly believes in  developing long-term, service-driven relationships.

Born in India and raised most of his childhood in Denver, Colorado,  Anant attended the University of Colorado where he received a Bachelor of Science degree in Finance.  He followed that up with an MBA from the University of Texas in 1992.    Recently married, Anant and his wife, Lori, live in the South Denver area.  The Mehta family believes in giving back and is involved in outreach and charity ministries.   

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.