Michelle L. Patel
PATEL WEALTH STRATEGIES
CHANDLER, AZ 85226
Some features on this profile are disabled
CRD#: 4560278
Professional summary
Michelle Lynn Patel, CFP®, who also goes by Michelle Lynn Wolf, is a registered financial advisor currently at PATEL WEALTH STRATEGIES, INC. located in Chandler, Arizona.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michelle has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Michelle offers a refreshing approach to financial planning, with her primary aim to keep her clients’ financial plan relevant and up to date.
Changes in the economic landscape over the last 3 years have made families and business owners busier than ever. Michelle understands this first hand as a business owner, having a husband who is also a business owner, and both raising a young child at the same time.
Recognizing that business owners and families have been busier than ever, Michelle has adapted her financial planning process to make it simpler, more accessible and easier to keep up to date. Streamlining the process through the use of technology is one of the key elements.
If something is perceived as hard or difficult to do, people tend to procrastinate, especially if they have competing priorities. Michelle’s vision is that her clients find that by working with her, it is easier to make financial planning a top priority in their lives.
Michelle brings a breadth of experience to her financial planning clients, from corporate financial planning, operations & sales, to experience helping individuals and families work towards their personal financial goals. She has been helping clients with their personal financial planning needs since 2003.
As a Certified Financial Planner™ practitioner, Michelle is qualified to address her clients’ comprehensive needs, addressing specific issues such as investing, retirement planning, maximizing cash flow, education planning, estate planning, and insurance.
Michelle enjoys spending time hiking and exploring the beautiful state of Arizona with her husband Neil, a Certified Public Accountant, and their 10 year old daughter.
Question & Answer
What are your service offerings?
Retirement Income Management
Estate Planning
Investment Planning
Social Security Planning
Employee and Employer Plan Ben...
Tax Planning
Insurance Planning
Retirement Planning
Small Business Planning
Comprehensive Financial Planni...
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes
Aliases
Michelle Lynn Wolf
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MICHELLE L. PATEL POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003 ADDRESS: 1490 S. Price Rd., Ste 111A, Chandler AZ 85286, United States DESCRIPTION: Offer health insurance through general agent Black Gould and Associates, appointed with United Healthcare, Blue Cross Blue Shield, Health Net of Arizona, and Humana. Also offer life insurance through First Colony. Fixed Annuities offered through American General Life Insurance? Name: Epiphany Luther Church Business related: no Address: Chandler, AZ Nature: Church Position/Title: Secretary of the Board of Ministry Start date: 07/2024 Hours: 1/month, 0 during securities trading Description: Record meeting notes, attend bi-monthly meetings for board of ministry directors. Voting member of the board of ministry directors which makes business decisions for the church.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Lynn Patel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Education
Boston University
BS - Business Administration
Experience
Current
September 6, 2023 - Present
PATEL WEALTH STRATEGIES, INC.
Office #1: 3100 W Ray Road Suite 201, Chandler, AZ 85226RIA
CRD#: 327723
CHANDLER, AZ
Past
May 11, 2011 - September 5, 2023
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
CHANDLER, AZ
Past
July 12, 2006 - July 13, 2006
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
CHANDLER, AZ
Past
April 13, 2005 - December 9, 2011
AEGIS FINANCIAL GROUP, INC.
RIA
CRD#: 115478
MESA, AZ
Past
December 14, 2004 - September 5, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
CHANDLER, AZ
Past
March 23, 2004 - December 13, 2004
EASTERN POINT ADVISORS INC.
RIA
CRD#: 107123
PHOENIX, AZ
Past
September 23, 2003 - December 13, 2004
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
LYNNFIELD, MA
Past
November 7, 2002 - October 2, 2003
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(9/6/2023)
IAR
Iowa(9/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PATEL WEALTH STRATEGIES, INC.
PATEL WEALTH STRATEGIES, INC.
CRD#: 327723 / SEC#:
Arizona
Registered Investment Advisory firm - (9/6/2023 Approved)Iowa
Registered Investment Advisory firm - (9/13/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3100 W Ray Road Suite 201, Chandler, AZ 85226
Mailing Address
Phone number
(480) 275-5219
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 7,391,234 |
Red Flags
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Company Information
PATEL WEALTH STRATEGIES, INC.
CRD#: 327723Chandler, AZ 85226TRUST BUT VERIFY
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