Rekha Trivedi

Financial Planner


Professional Story

Business Owners, Insurance Strategies, Investment Strategies (Reg. Reps Only), Special Needs (ChSNC Required), Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Financial Education


My mission is to help people cultivate a plan for their finances based on their values and goals. I help people not only make progress, but find confidence, balance and peace along the way. Helping people has always been my passion and it comes
naturally to me.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make educated decisions, can help make your financial future as successful as you need it to be.

I pride myself in getting to know each client so that I can
understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.


I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB


Check the background of this investment professional on FINRA's BrokerCheck