Anita J Patel Email and Phone Number

My clients include women over 50 (often recent divorcees and widows) and the sandwich generation (40-50 year olds responsible for small children and aging parents) who face an increased financial, emotional and sometimes even physical burden. My clients sleep better at night, knowing they are putting their financial resources to the best use to plan for the good times and to protect their families for when life happens.I do this by helping my clients decide what is most important to them, creating a plan to help them achieve it and instituting ongoing monitoring to make sure we’re still on track.Sample of areas that I work on:1. Education funding – helping children pay for college while funding your own retirement 2. Retirement Income – building a nest egg and then making it last3. Long Term Care – caring for yourselves or your parents4. Estate planning - leaving a legacy and not a burden5. Financial planning – putting all of the pieces together into a planSpecialties:CFA charterholderSpanish, Japanese and Gujarati language skillsAnita has over 8 years of experience as a financial advisor and 19 years in the financial services industry. She started her career in financial services in 1994, after graduating with honors from The Wharton School at the University of Pennsylvania. In 1998, she received the professional designation of CFA (Chartered Financial Analyst).Bravias Financial is an independent retirement planning firm. Investment advisory services offered through Bravias Capital Group LLC, a New Jersey State Registered Investment Advisor. Bravias Capital Group and Bravias Financial are independent entities.