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Eleni Patel, Cpa, Cdfa® is listed as Financial Advisor at Infinity Strategic Partners, LLC, a with 9 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Eleni Patel, Cpa, Cdfa®.
Eleni Patel, Cpa, Cdfa® previously worked as Executive Director, Marketing at Gcm Grosvenor and Senior Associate - Tax at Kpmg Llp. Eleni Patel, Cpa, Cdfa® holds Master Of Science (Ms), Accounting, 4.0 from University Of Illinois At Chicago.
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I provide personalized financial advice that focuses on aligning your finances to your life purpose and dreams. I am your guide and trusted advisor as you navigate: Life milestones – getting married, starting a family, buying a home, saving for college, planning for retirement and distributing wealthLife transitions – switching careers, starting a business, having a spouse stay at home, divorce or losing a loved oneFinancial independence – determining a target portfolio size that can sustain your lifestyle, where work is optional, and designing a plan for getting there according to your timelineAreas of focus: • Financial forecasting• Cash flow management• Investment management • Life insurance for protection, retirement, wealth distribution and long-term care • Fee-only planning
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Northbrook
Infinity Strategic Partners, LLC. is an insightful investment strategies and legacy planning firm. We believe our clients appreciate the clarity and confidence of working with our seasoned partners and the advice that results from their depth of experience. While we are known for our successes in strategy and planning,it is our relationship first philosophy that drives our friendly and responsive work style.
Chicago, Il
GCM Grosvenor is a global alternative asset manager.
Chicago
Other employees you can reach at infinitystrategicpartners.com. View company contacts for 9 employees →
Nate Marchen
Colleague at Infinity Strategic Partners, LlcSt Charles, Illinois, United States
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Wendy Baum, Cpa, Jd, Cdfa
Colleague at Infinity Strategic Partners, LlcDeerfield, Illinois, United States
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Sandy Udoni
Colleague at Infinity Strategic Partners, LlcDeerfield, Illinois, United States
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EK
Emma Karman
Colleague at Infinity Strategic Partners, LlcChicago, Illinois, United States
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PM
Pam Meyer
Colleague at Infinity Strategic Partners, LlcWheeling, Illinois, United States
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Brad Steinback, Cfp®
Colleague at Infinity Strategic Partners, LlcDeerfield, Illinois, United States
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Ashlie Dallas
Colleague at Infinity Strategic Partners, LlcUnited States
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Stacey Woehrle, Cpa, Cdfa
Colleague at Infinity Strategic Partners, LlcWilmette, Illinois, United States
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Quick answers generated from the profile data available on this page.
Eleni Patel, Cpa, Cdfa® works for Infinity Strategic Partners, LLC.
Eleni Patel, Cpa, Cdfa® is listed as Financial Advisor at Infinity Strategic Partners, LLC.
Eleni Patel, Cpa, Cdfa® is based in Greater Chicago Area, United States while working with Infinity Strategic Partners, LLC.
Eleni Patel, Cpa, Cdfa® has worked for Infinity Strategic Partners, Llc, Gcm Grosvenor, and Kpmg Llp.
Eleni Patel, Cpa, Cdfa®'s colleagues at Infinity Strategic Partners, LLC include Nate Marchen, Wendy Baum, Cpa, Jd, Cdfa, Sandy Udoni, Emma Karman, and Pam Meyer.
You can use AeroLeads to view verified contact signals for Eleni Patel, Cpa, Cdfa® at Infinity Strategic Partners, LLC, including work email, phone, and LinkedIn data when available.
Eleni Patel, Cpa, Cdfa® holds Master Of Science (Ms), Accounting, 4.0 from University Of Illinois At Chicago.
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