Keval Nagda
Financial Advisor
Keval Nagda is a Financial Advisor at Diamond State Financial Group. He works closely with medical professionals (primarily optometrists) and business owners. He is committed to putting his clients on the path to financial freedom by creating efficient strategies tailored to their unique goals and needs in life. Keval considers himself a financial educator, emphasizing teaching his clients about the different layers of a sound financial plan. His primary focus is building long-term relationships with his clients and taking pride in serving them consistently as they progress through different stages in life. Keval specializes in the following wealth management arenas:
- Investment Management/Planning
- Tax Planning
- Retirement Income Planning
- Life Insurance and Estate Planning
Education
Keval graduated with a dual Bachelor of Art/Bachelor of Science from Stony Brook University with a double major in Business Management (Finance) and Economics. Keval has earned his SIE, Series 7, Series 66 registrations and Life and Health Insurance Licenses. He is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
Keval is actively involved in the local Jain Community. 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.
Personal
Keval was born in Mumbai, India, and moved to the United States at an early age with his parents. He enjoys his free time traveling and watching sports with his family and friends.