Prashant Patel
Financial Advisor at Wells Fargo Advisors
- Role
- Senior Bank Financial Advisor at Wells Fargo Advisors
- Location
- Fresno, CA, US
- LinkedIn followers
- 500 followers
About Prashant Patel
I help clients achieve their financial goals by providing comprehensive investment planning. I help clients address their financial concerns and develop a strategy by focusing on each individual\'s specific needs. I work with clients to define their major life goals, we work together to set ideal and acceptable goals, prioritize what is most important for the client. I recommend a plan and implement allocation after research, analysis and thoroughly understanding client\'s needs, investment objectives, time horizon, and risk tolerance for your investments. I review the progress of the plan throughout the year and revisit goals or priorities with clients as needed. I earned my Bachelors in Business Administration - Emphasis in Finance from California State University of Fresno. I began my career as an intern/client associate with Smith Barney in Fresno, CA where I developed fundamental investment knowledge. I currently serve as a Financial Advisor with Wells Fargo Advisors. I currently hold Series 7,66,6,63 securities registrations. This information is intended for use only by residents of California. CA Insurance Producer License Number 0L81317 Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Bank Financial Advisor
May 2022 — Present · Fresno, CA, US
Education
Boston Institute of Finance/Bryant University
Certificate in Financial Planning, Certified Financial Planning (CFP) Program
2019 — 2019
California State University, Fresno
Bachelor's degree, Finance, General
2002 — 2006
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