Homi Modi

Partner, Financial Advisor
(804) 327-0436

Homi brings a wealth of knowledge to the firm with over 30 years of experience in the financial services industry. He has held positions in agency management, marketing, sales, as well as training and advisor development.  

Homi, who is originally from the Gujarat State, India, joined the firm in 1999. In his practice, he works primarily with business owners and professionals, facilitating the development of Business Continuation Strategies, Investment and Wealth Accumulation, and Estate Planning.  

Homi states, “The focus of my practice is to help individuals protect the investments they have made in their businesses and careers, and to create strategies that help them accomplish their long term financial goals.”  

Homi holds the Series 6 and 7 registrations and is Virginia Life/Health/Annuity insurance licensed. Homi is a member of the Premier Resource Group (PRG), a national organization of affiliated, experienced financial advisors through the Securian Financial Network.  

Homi is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.

Awards and club membership are based primarily on commission, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.