Eddie Patel, Cfp®

Eddie Patel, Cfp® Email and Phone Number

Tax and Retirement Mastermind @ Zen Wealth Management Group, Inc.
Chicago, IL, US
Eddie Patel, Cfp®'s Location
Greater Chicago Area, United States
Eddie Patel, Cfp®'s Contact Details

Eddie Patel, Cfp® work email

Eddie Patel, Cfp® personal email

n/a
About Eddie Patel, Cfp®

I’m working hard every day to help retirees, career professionals, & business owners grow and preserve their wealth. I do this by advising in several key areas including incorporations, accounting, tax, insurance, real estate, employee benefits, stocks, mutual funds, etf's, options and other structured derivatives.

Eddie Patel, Cfp®'s Current Company Details
Zen Wealth Management Group, Inc.

Zen Wealth Management Group, Inc.

View
Tax and Retirement Mastermind
Chicago, IL, US
Eddie Patel, Cfp® Work Experience Details
  • Zen Wealth Management Group, Inc.
    Tax And Retirement Mastermind
    Zen Wealth Management Group, Inc.
    Chicago, Il, Us
    View
  • Zen Wealth Management Group, Inc.
    Tax & Retirement Mastermind
    Zen Wealth Management Group, Inc. Jan 2008 - Present
    Chicago
    The Zen Wealth Management Group designs & executes uniquely valuable tax optimization and wealth creation strategies for individuals, families, and the self-employed.In 2018, Zen and/or its affiliated offices filed 1500 tax returns, managed over $50,000,000 in client wealth, and has previously helped 4 Chicagoland accounting/tax practitioners retire. For more details visit: www.zenwealthgroup.com
    View
  • Eddie Patel, Inc.
    Certified Financial Planner
    Eddie Patel, Inc. Jan 2007 - Present
    Greater Chicago Area
    Eddie Patel Inc is a Registered Investment AdvisorFor more details about me, please visit: www.eddiepatel.com

Eddie Patel, Cfp® Skills

Investments Finance Strategic Financial Planning Accounting Financial Services Small Business Life Insurance Financial Planning Wealth Management Start Ups Insurance 401k Rollovers Risk Management Real Estate Tax Management Roth Ira Retirement Planning Mutual Funds Quickbooks Estate Planning Stocks Small Business Accounting Iras Investment Properties Bonds Tax Preparation Simple Ira Fixed Annuities Ira's Annuities Options Strategies Real Estate Development Bookkeeping Premium Financing Certified Mortgage Planning Real Estate Investment Sep Mortgage Planning

Eddie Patel, Cfp® Education Details

Frequently Asked Questions about Eddie Patel, Cfp®

What company does Eddie Patel, Cfp® work for?

Eddie Patel, Cfp® works for Zen Wealth Management Group, Inc.

What is Eddie Patel, Cfp®'s role at the current company?

Eddie Patel, Cfp®'s current role is Tax and Retirement Mastermind.

What is Eddie Patel, Cfp®'s email address?

Eddie Patel, Cfp®'s email address is eg****@****tel.com

What is Eddie Patel, Cfp®'s direct phone number?

Eddie Patel, Cfp®'s direct phone number is +163051*****

What schools did Eddie Patel, Cfp® attend?

Eddie Patel, Cfp® attended University Of Illinois At Urbana-Champaign, Depaul University.

What are some of Eddie Patel, Cfp®'s interests?

Eddie Patel, Cfp® has interest in Psychology, 7 Card Stud, Chicago Bears, Portfolio Ideas, Economic Empowerment, Limit/no Limit Texas Holdem, Politics, Movies (Mainly Epic Thrillers), Civil Rights And Social Action, Business Start Ups.

What skills is Eddie Patel, Cfp® known for?

Eddie Patel, Cfp® has skills like Investments, Finance, Strategic Financial Planning, Accounting, Financial Services, Small Business, Life Insurance, Financial Planning, Wealth Management, Start Ups, Insurance, 401k Rollovers.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.