Eddie Patel
(8 Reviews)
I am going to provide you all of the tools you will need to succeed on your life's mission. From data aggregation software to psychometric risk profiling, to retirement income projections, to tax planning and beyond, my practice is all about helping you understand your money better and what it will take for you to succeed in your goals.
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Highlights
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Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2012
Sentiment Analysis
Luis is very knowledgeable and helpful in completing my income tax return
Eddie Patel & Luis Ortega at Zen Wealth Mgmt are always responsive no matter what the need is.
We've been hiring Eddie Patel and his team at Zen Wealth Management for years because they are so good at what they do and so delightful to work with.
I’ve been a client for many years and he has helped me with not only taxes, but investments and savings accounts as well.
I had originally stopped by an H&R Block and not only did I feel like just a number - I literally had to take a number and wait for them to call it.
Our retirement funds had been largely tied up hyper-conservatively in C Ds for years as we really felt we had no clue about what an appropriate strategy might be for increasing our returns - given that we are extremely risk-averse!
I’ve referred many friends over the past 10 years, who use him.
Eddie has always been very responsive to any questions I have and has helped me develop a financial plan that works within my comfort zone.
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