Kal Patel

I was raised and educated in England and moved to the USA in 2001 initially in San Jose and then in 2003 to Temecula. I started my career as a digital hardware designer moving on to software and later to mobile software project management.

In 2017 I switched careers to financial services. Tiring of travelling around the country on a weekly basis I decided that managing software development was not spiritually fulfilling and I wanted to help educate people planning for their financial future.  This can range from income protection, investments (IRAs, Roth IRAs, brokerage accounts) and/or planning for retirement.

As a Financial Advisor I use an educational approach with my clients to develop customized, tax efficient strategies to grow and preserve their wealth to enable them to plan with confidence for a comfortable financial future . I work with individuals and families to help find solutions to your financial challenges.      

So whether you’re “just starting out,” settling into retirement” or somewhere in between, let’s discuss your current financial situation, goals and your timelines. Together we’ll review your goals for retirement planning, income protection and wealth transfer to the next generation. We will adjust strategies as needed, and ensure we have considered all the factors that may affect your short, medium and long-term financial goals. I am based in Temecula, but I cover all of California plus several other States (AZ, DE, FL, IN, MD, NY, TX, VA, WA & WI)

As a Medicare advisor I will listen to your requirements and help you select a Medicare plan that meets your needs based on your lifestyle, your medications, and your provider and hospital preferences (if any).

CA License # 0L92241, AL 3001591476, AZ 18531115, DE 3001726303, FL W795905, IN 3797356, 

MD 3001074112, NY LA-1523629, SC 18531115, TX 2340775, VA 1276881, WA 1201098, WI 18531115