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Vinee Mehta

Vinee Mehta, @VineeMehta

Contributor, Financial Advisor Panel, Trust & Will

Vinee is a seasoned financial expert and the founder of Truly Unbiased. With a career spanning over two decades, Vinee holds Certified Financial Planner and Accredited Investment Fiduciary credentials. His journey includes executive roles at Fidelity Investments, managing family offices for high-profile clients, and acting as COO for the Strome Group. Passionate about democratizing financial guidance, Vinee’s experience reflects his commitment to accessible, conflict-free financial planning. Born in Yuma, Arizona, and a proud UC Santa Barbara and USC alum, he now leads Truly Unbiased with integrity and transparency.

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