Amit R. Patel,  CFP<sup>&reg;</sup> - Financial Advisor

Amit R. Patel, CFP®

CMFC

Financial Advisor

Ameriprise Financial Services, LLC

221 E. Walnut St, Suite 226
Pasadena, CA 91101
FINANCIAL ADVISOR'S WEBSITE
(626) 795-1267

General

Amit Patel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Pasadena, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMFC

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

More

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