Dr. Sunil Patel
With over 39 years of experience in financial and tax planning, Dr. Sunil Patel has dedicated his career to helping high-net-worth and high-income clients minimize taxes, build tax-free wealth, and secure their financial futures. His mission is to ensure clients save on taxes both now and in the future, never lose money, never run out of income in retirement, and effectively protect and transfer their assets.
Dr. Patel holds numerous prestigious industry certifications, including:
- Certified Financial Fiduciary® (CFF)
- Certified Estate Planner® (CEP)
- Certified in Long-Term Care (CLTC)
- Certified Fund Specialist (CFS)
- Advanced Certified Tax Advisor (CCA Advanced)
- Federal Retirement Consultant (FRC)
- Safe Money Certified™(SMC)
Committed to the highest standards of ethics and client-centric service, Dr. Patel prioritizes tailored strategies that align with each client’s unique goals, ensuring peace of mind, financial growth, and lasting legacy planning.
