Mekhala has worked with several families for holistic financial planning. Her areas of expertise are Long-term care planning, Life insurance (Term/IULs), Lifetime Income (annuities), tax saving strategies and visitors’ health/travel insurance. She started working in this area after a close family friend got sick with a long-term illness and she realized the crippling cost of care without protection.

An engineer by training, with a graduate degree in Computer Engineering from Rutgers University, Mekhala has worked in technical leadership roles in Healthcare IT for over 20 years.

With her deep understanding of various financial products and indexed strategies, she helps clients find solutions tailored towards their specific needs and budgets. She advises and mentors junior agents on the team.

Mekhala is passionate about educating and empowering families and women with financial literacy. She is based in the Bay Area but licensed in 4 states (CA, WI, MN, NC) and counting. She is also a Notary Public.

Outside of work, Mekhala enjoys spending time with her children (a junior at UCLA and an 8th grader) and traveling with them. They try to visit a new country/city each year and also watch an MLS soccer game. She is a proud soccer mom and an avid Green Bay Packers fan! She and her daughter volunteer their time for multiple causes in the community.