Michelle Patel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Patel Wealth Strategies Inc. in Chandler, AZ and the surrounding communities.
We have been providing advice to clients for over 15 years, helping clients accumulate wealth during working years, as well as managing investments during retirement.
We would be delighted to sit down and discuss your financial goals and concerns, and share how we can best help you move forward.
Please call our office at 480-275-5219 to schedule a no cost no obligation meeting.
Michelle began her career in financial planning in 2003. Prior to starting up Patel Wealth Strategies, Inc., Michelle was a finance Manager with Intel Corporation.
Michelle graduated with a B.S. in Business Administration from Boston University, subsequently earning a Masters in International Management from Thunderbird School of Global Management. Michelle received her Certificate in Financial Planning from Kaplan University.
Michelle takes an educational approach with clients, ensuring they fully understand strategies recommended, along with any underlying implications that may result from implementation.
Michelle's philosophy of client service is to ensure that clients know they are listened to, their best interests are the primary objective in all recommendations made, and that Michelle is accessible and responsive to client concerns.
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