Ashvin Chheda ChFC®, CLU®, RICP®, CExP™ in

Ashvin Chheda ChFC®, CLU®, RICP®, CExP™

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President & Managing Director at Opes One
📍 Dallas-Fort Worth Metroplex, United States

Ashvin Chheda is the President and Managing Director of Opes One, leveraging over 20 years of experience to guide professionals and first-generation families toward financial independence. He holds ChFC®, CLU®, RICP®, and CExP™ designations and was recognized by Forbes as a Top Financial Security Professional in 2025.

Born in Nigeria to academic parents and educated in the UK and US, Ashvins personal journey fuels his passion for helping immigrant families navigate their unique financial challenges. His financial philosophy was sparked into a passion after his father was diagnosed with cancer, leading him to manage his familys finances.

Before finance, he was a distinguished engineer at Nortel Networks, securing over 48 patents for innovations in wireless technology.

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Current Role
President & Managing Director
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Ashvin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ashvin cares about

Legacy for Families
His practice is focused on helping first-generation families build lasting legacies and achieve financial independence, a core theme in his professional messaging.
Behavioral Finance
He emphasizes an approach based on education, habits, and behavioral coaching, rather than focusing solely on financial products or market performance.
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Career

Work history

6-2004
President & Managing Director
Opes One
1996 - 2009
Senior Technical Advisor
Nortel Networks
5-1995 - 8-1995
Research Associate
Siemens Automotive
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2020 - 2021
CExP™
Business Enterprise Institute (BEI)
2018 - 2019
RICP
The American College of Financial Services
2013 - 2014
CLU®
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Other Opes One Employees

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John McGurran
John McGurran
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Opes One

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