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  2. Ketul Mody, CFP®

Ketul Mody, CFP®

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Ketul Mody, CFP®
Associate Partner | Wealth Manager
Phone: 
(302) 366-0366 x133
E-mail: 
ketul.mody@dsfg.com

Our Mission

Financial Life Plans for today with a clear vision for tomorrow.

Expertise

Ketul Mody, a Financial Advisor at Diamond State Financial Group, graduated from the University of Delaware with a Bachelor of Science degree in Business Administration with a concentration in Finance and Management.  Ketul holds his Series 6, 7, 63 and 65 registrations, as well as Life, Health, and Ethics Insurance licenses

He also holds his Certified Financial Planner designation.  To obtain a CFP, we take the extra step to demonstrate professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. He believes that a common misconception amongst consumers is that all financial planners are “certified.” Only those who have fulfilled the certification and renewal requirements outlined by the Board can display the CFP® certification marks. Once certified, CFP® practitioners are required to maintain technical competence, fulfill ethical obligations, and stay current with developments in the financial planning profession each year.

Ketul primarily works with professionals, physicians and small business owners to find unique solutions that fit their needs.  He specializes in insurance, financial, retirement, and business strategies.  Ketul is passionate about creating long-term relationships with his clients and works to build a reputation founded on honesty and integrity.

Ketul is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Personal

Born and raised in India, Ketul now resides in Newark, DE, with his wife Sejal, daughter Maya, and son Liam. Ketul sits on the Boards for the Delaware Association of Physicians of Indian Origin (DAPI), and Gujarati Samaj of Delaware. He is also active in the National Association of Insurance and Financial Advisors (NAIFA). His hobbies include cricket, reading, traveling and golf. 

 

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Our Team

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121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
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UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

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