Trishul Patel
INVESTING FOREVER ADVISORY | Financial Advisor, Investing Forever Advisory
West Palm Beach, FL
CRD#: 7093411
Professional summary
Trishul Patel, CFP® is a registered financial advisor currently at INVESTING FOREVER ADVISORY located in West Palm Beach, Florida.
Trishul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Trishul has worked at 1 firm and has passed the Series 65 and Series 3 exams.
Biography
My name is Trishul Patel, CFP®, and I live in West Palm Beach, Florida. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up daily to help others do the same. To get where I am, I prioritized aggressive savings and identified the truly important things in my life.
Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have three degrees from Cornell University.
I have been investing for almost two decades. 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 sales in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.
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.
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.
Question & Answer
What are your service offerings?
Financial Planning
Investment Management
Tax Planning
Trust Services
Retirement Planning
Estate Planning
Financial Coaching
Do you have an area of expertise or specialization?
Budgeting
Cash Flow Analysis
College Planning
Credit & Lending Needs
Customized Portfolios
Debt Management and Consolidat...
Emergency Funds Management
Estate Planning
FIRE (Financial Independence R...
High Net Worth Planning
Investment Management
Retirement Planning
Risk Management and Insurance ...
Small Business Planning
Trust and Estate Planning
How do you get paid?
Fee-Only
Fixed Fee
Retainer
% of AUM
Fee schedule - $450/month mini...
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Trishul 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: 2021
Experience
Current
May 20, 2019 - Present
INVESTING FOREVER ADVISORY
RIA
CRD#: 301680
West Palm Beach, FL
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
Florida(3/29/2021)
IAR
Texas(9/26/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
INVESTING FOREVER ADVISORY
INVESTING FOREVER ADVISORY | INVESTING FOREVER LLC
CRD#: 301680 / SEC#:
Florida
Registered Investment Advisory firm - (3/29/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (12/17/2021 Terminated)Texas
Registered Investment Advisory firm - (9/14/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
West Palm Beach, FL
Mailing Address
Phone number
(973) 842-6420
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 14,684,704 |
Red Flags
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Company Information
INVESTING FOREVER ADVISORY
Financial Advisor, Investing Forever AdvisoryCRD#: 301680West Palm Beach, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
