Mehmood S. Nathani

Mehmood S. Nathani

| CFP®, CFA®, MBA

Altius Financial Advisors, LLC

(301) 961-1585

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Fee Only Financial Planner Located in Bethesda, MD and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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3 Bethesda Metro Center
Suite 700
Bethesda, MD 20814

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Mehmood Nathani is a Bethesda, MD Fee-Only Financial Planner serving Bethesda and all surrounding areas. Altius Financial Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Mehmood Nathani is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Mehmood Nathani, CFA, CFP®, is the founder and principal of Altius Financial Advisors, LLC. He formed Altius in 2001 because he wanted to make a positive difference in the lives of his clients by giving them excellent advice and managing their investments with care and skill.

Until March 2001, Mehmood was Vice President and Assistant Treasurer of Fannie Mae, where he managed a team of 20 professionals. As Assistant Treasurer, he was responsible for a multi-billion dollar funding, derivatives, hedging and investment program.

Prior to joining Fannie Mae, Mehmood was a consultant for Radan Systems, Inc., a company that specialized in developing financial systems for government agencies. Before that, he was an auditor for G. Basu and Co., an accounting firm in India.

Mehmood has an MBA from Cornell University and a Bachelor's degree in Commerce from St. Xavier's College in India. He is a CFP® professional, a CFA charter-holder, a NAPFA-registered advisor and an Associate Chartered Accountant (India).

Mehmood lives in Bethesda, Maryland, with his wife and three sons. He is an avid sportsman and was a nationally-ranked squash player in the U.S. (no. 3 among amateurs in 1990), and in India (no. 8 in 1983). He coached the Cornell University Women's Squash Team from 1983 to 1985. He enjoys movies, reading, jigsaw puzzles and watching Roger Federer play tennis.

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Fee-Only  CFP®   CFA   Experienced    Reliable   Thoughtful   Thorough   Accessible

These are our core characteristics and values. If they resonate with you, we hope you will explore our website to learn more about us. We just might be the financial advisor you are looking for.

We would like to be your financial navigator, helping you chart a course toward your financial and life goals. We will listen to you, understand your concerns, give you sound advice and manage your investments with skill and care.

Please call us at 301-961-1585 to tell us more about your needs and find out how we might help.

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