Welcome to Mehta & Associates

Mehta & Associates  is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email or call us at 408-946-8100. We look forward to hearing from you.



Mehta & Associates

995 Montague Express Way, Suite 121

Milpitas, CA 95035

Tel: 408-946-8100

Fax: 408-946-9785

Email: bhavin@mehtaandassociates.com


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Mehta & Associates is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-7101. The information provided in this site is for the general education and enjoyment of the viewer. Consult your own legal and financial advisors as to how any of this information might pertain to your individual situation.