Broker Check

15303 North Dallas Parkway
Suite 550 
Addison, TX 75001
[email protected]


LinkedIn

Ashvin Chheda, ChFC®, CLU®

(214) 334-5656

 

BIO

MEET ASHVIN CHHEDA

Ashvin Chheda was born in Ibadan, Nigeria and was fortunate to be raised on the University of Ibadan campus, where his parents were professors. In moving to the UK, Ashvin earned a Bachelors of Engineering in Electrical Engineering from the University of Manchester Institute of Science & Technology, and subsequently moved to the United State to complete a Master’s of Science at the University of Michigan. 

While employed at a large telecom company in the 1990’s, Ashvin was exposed to a set of elegant and innovative financial strategies. As a result of his experience and interest in life-long learning, coupled with a passion for helping other achieve their financial dreams, Ashvin earned the appropriate licenses and entered the financial services industry. 

As an engineer, Ashvin achieved numerous, rare accolades, such as the President’s Award of Excellence and the Distinguished Member of Technical Staff title. He has 38 Patents granted (at last count) for sophisticated solutions to various engineering problems. Ashvin has redirected and harnessed that same level of energy and innovation into his financial planning practice. As a result of his achievements over the last ten years as a financial advisor and mentor, Ashvin has won numerous awards; specifically numerous Centurian club awards, Presidents Citation platinum level awards in field management, and part of an elite advisor pool collectively called The Presidents Council. 

APPROACH 

Working closely with clients, Ashvin focuses on customizing financial advice and strategies for each client’s unique needs. This begins with an in depth look at the current financial situation of the client, evaluating and setting financial goals, followed by implementing steps to move towards the goals. Furthermore, he strategically interacts and networks with other specialists in the financial services profession to build exceptional value and resources for his clients. 

Ethics and transparency are paramount to Ashvin’s practice. The biggest testament to his professionalism is the propensity for clients to refer their friends, family, and business associates to work with him. This has resulted in Ashvin expanding his Dallas based practice to serve clients nationwide. 

CREDENTIALS 

Ashvin has earned the advanced planning and specialization credentials, Chartered Financial Consultant (ChFC®,) and Chartered Life Underwriter (CLU®). In addition, he holds the investment related Series 7, 63, and 66 licenses, the Registered Principal Series 24 license, and the Group 1 Life, Health and Disability insurance license.



Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.