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Rakesh Patel has worked in various capacities throughout his career, from operations, portfolio management to marketing, making him a versatile professional in the financial services industry since 2009. In his current role as Financial Advisor, Rakesh works with KWM clients to help them identify and pursue their personal, financial, and business goals while providing objective advice along the way.
Rakesh meets with clients to review portfolio strategy, account performance, and market updates, while also addressing such topics as retirement planning, asset allocation, investment management. He takes great pride in building personal, long-term relationships with clients by delivering attentive, caring, accurate, and timely service each day to create a premium experience. Rakesh also collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual goals.
Rakesh is a native of Southern California and holds a dual degree in Economics and Sociology from the University of California Los Angeles (UCLA). Outside the office, Rakesh loves to travel and experience new cultures. Some of his favorite hobbies include staying fit, reading about cars and technology, as well as spending time with friends and family.
CA Insurance License Number: 0149090. Resident State CA.
Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”
Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.
Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.