Dr. Sunil Patel

Dr. Sunil Patel holds the Certified Financial Fiduciary® and Certified Estate Planner™ designations, as well as the Safe Money Certified, Certified Advanced College Planner, Certified Long-Term Care and Federal Retirement Consultant, and Certified Tax Free Consultant designations. While he values professional standards, his approach is practical and direct. He encourages clients to assess whether their advisors are acting as fiduciaries, the risks they may be unknowingly carrying, and how confident their income plan is under real-world conditions.