Neal Patel has been a Financial Representative at Wealth Design Group, LLC, a Rethink Wealth, LLC company, since 2017. He believes his previous five years as a business analyst and project manager in corporate finance operations were an ideal foundation for his work as a financial representative.
Everyone’s economic and life situation is unique, and Neal keeps that in mind when providing financial security advice. He believes that personalized service from an independent representative is essential when matching clients with the right financial products and services.
He has been working with business owners, executives, physicians, and engineers to build personal and business financial strategies based off their goals. By helping clients find the true purpose for their money, Neal is able to help them build plans that give them confidence.
Once a custom-tailored financial strategy is in place, Neal continues working together with his clients to review achievements against their stated aims and ensure they are comfortable everything is moving forward according to plan.
Neal’s Career Highlights:
- Administrative Fellow Graduate from Memorial Hermann Healthcare System
- Friend of the Harris County Medical Society
- University of Texas A&M – Economics
- University of Houston – Clear Lake – MBA, MHA, and BA in Healthcare Administration
- Active Registrations:
- Life, Health, and Accident Insurance Licensed in multiple states
- Black Belt in Karate
- BAPS Charities Volunteer
- Red Cross Volunteer
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Design Group, LLC is not an affiliate or subsidiary of Guardian.