Specialties
About Me
I work with individuals and families using an educational approach to develop customized, tax efficient strategies to grow and preserve their wealth based on their timelines to help achieve their financial goals with confidence and without compromise.
I am an independent advisor, which means I am not limited or restricted to a single company’s products and hence I chose the most suitable solution specific to the client. I specialize in retirement planning, income protection, investments (IRAs, Roth IRAs, 529 plans brokerage accounts) and guaranteed lifetime income strategies. There is no cost, no obligation and no pressure to have a financial review or consultation with me.
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Interests & Hobbies
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Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Kalpnesh (Kal) Patel CA License # 0L92241 offers products and services using the following business names: RHB Advisors – Insurance and Financial services | RH Benefits Insurance Services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with RHB Advisors or RH Benefits Insurance Services.