Kal Patel

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Helping people plan for retirement in comfort, with confidence

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Kal

I help you identify/refine your financial goals and the steps you are taking to achieve them. I then assess and help identify any potential gaps and provide recommendations to plug those gaps.

I made a major career change to become a Financial Advisor from being a Software Project Manager since it is more karmically more rewarding to help people achieve their financial goals.

I'm Most Proud Of: Hearing from clients about how we were able to help them plan for financially protecting those they care and love the most.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

The Prudential Difference

    • Variable Annuities: CA, MD, TX, WI
    • Securities License: CA
    • Fixed Annuities: MD, NY, WI(CA License #0L92241)( TX License #2340775)
    • Variable Life Insurance: MD, WI(CA License #0L92241)( TX License #2340775)
    • Life Insurance: MD, NY, WI(CA License #0L92241)( TX License #2340775)