517 Centennial Avenue, Suite 200, Cranford, NJ 07016
Phone (908) 967-6360 | Fax (908) 325-6593
Personalized service is the professional approach that I extend to all my clients. I believe in understanding every client's individual situation before making any recommendations to them, as well as keeping my clients abreast of today's market conditions by informing them of the latest financial and insurance information. Through frequent communications and personal interaction, I can provide the products and services that help assure my clients' financial security.
Professional/Educational Qualifications:
- CFP®, LUTCF
- Million Dollar Round Table (MDRT)*
- EMTM, Stevens Institute of Technology, Hoboken, NJ
- Masters in Computer Science, University of Southern California, Los Angeles, CA
Memberships:
- National Association of Insurance and Financial Advisors (NAIFA), Middlesex County Chapter
- Chamber of Commerce
- Stevens Alumni Association
- USC Alumni Association
Personal:
- Born in Ahmedabad, India
- Residing in Edison, NJ
- Son of Dr. M. A. Patel, brother of Dr. Sunil M. Patel, and proud husband of Dipali Patel
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association that has met the following criteria: in existence for at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics, and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.