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Shakti Patel

Financial Services Professional

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
 
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your needs
  • Implement your strategy with products and services that help meet your needs.

Education

Temple University - Bachelor's Degree in Finance and Management Information Systems

Hobbies

Exercising
Spending time with friends and family
Watching Netflix

Focus Areas

  • Insurance Strategies

Languages

  • English

Set-up an Appointment

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck