Financial Life Plans for today with a clear vision for tomorrow.
Keval Nagda is a Financial Advisor at Diamond State Financial Group. He graduated with a dual BA/BS Degree from Stony Brook University with a double major in Business Management (Finance) and Economics. Keval has earned his SIE, Series 7, and Series 66 registrations as well as his Life and Health Insurance Licenses.
Keval works closely with medical professionals and engineers at all career stages. He is committed to putting his clients on the path to financial freedom by creating efficient strategies tailored around their unique goals and needs in life. More so, Keval considers himself a financial educator, putting an emphasis on teaching his clients about the different layers of a sound financial plan. His primary focus is building a long- term relationship with his clients and taking pride in being able to serve them consistently as they progress through different stages in life. Keval specializes in the following wealth management arenas:
- Income and Asset Protection Strategies
- Physician Specific Disability Insurance
- Life Insurance Strategies
- Tax Planning Strategies
- College Funding
Keval is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Keval was born in Mumbai, India, and moved to the United States at an early age with his parents. He is actively involved in the local Jain Community, and enjoys his free time traveling and watching sports with his family and friends. Keval is also a proud member of the first South Asian Fraternity in the world, Iota Nu Delta, where he served as the Recruitment and Social Chair during his undergraduate years.
Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.