B R Patel CFP

Founded by Bhavesh R. Patel, a Certified Financial Planner™ (CFP®), B R Patel CFP is a professional firm dedicated to providing comprehensive, fee-only financial planning and investment management services. The company operates as a fiduciary, meaning it is legally and ethically bound to act in the best interests of its clients. Its services are designed to help individuals and families achieve their financial goals through personalized strategies covering retirement planning, investment management, and other aspects of personal finance, without the conflicts of interest associated with commission-based compensation.