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  2. Keval Nagda

Keval Nagda

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Keval Nagda
Financial Advisor
Phone: 
(302) 366-0366 x155
Fax: 
(302) 454-9405
E-mail: 
keval.nagda@dsfg.com

Our Mission

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

Expertise

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.

Personal

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.

 
 
 
 
 

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
  •  
  •  

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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