Trishul Patel (BS, CFP®, MBA)

Trishul Patel focuses in the
following client markets or areas of practice:

  • AUM
  • Generation X
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

My name is Trishul Patel, CFP®. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life. I have been investing for almost two decades and I also have a Bachelor of Science, a Master of Engineering, and an MBA from Cornell University. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets. These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.

Additional Information

Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others. We advise high-performing professionals in search of financial freedom sooner rather than later. Take control of your financial future without the need for an expensive middleman. We are virtual, and location independent. Your best interests come first. We are fee-only. We are fiduciaries. And we will never accept commissions.

NAPFA Start Date

June 18, 2019


This Office

3392 Bollard Rd West Palm Beach, FL 33411 Phone: (973) 842-6420