Mehmood Nathani (CFA®, CFP®, MBA)

Mehmood Nathani focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

Here are our unique strengths:

  • Qualifications and credentials of our principal, Mehmood Nathani who has an MBA in Finance and the CFA and CFP® designations.  Only a small number of advisors in the DC area have both the CFA and CFP® designations.
  • Financial planning services on an hourly basis for those who need financial advice but don't want ongoing portfolio management services.
  • Complete transparency in all matters.
  • An investment approach that's sound and principled (based on proven investment theory and practice), yet flexible.  We have learned from our experiences of the last year and adjusted our investment practices accordingly.

NAPFA Start Date

October 06, 2004

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This Office

3 Bethesda Metro Ctr Ste 700 Bethesda, MD 20814-6300 Phone: (301) 961-1585 Fax: (301) 961-1586