Kal Patel
I am a comprehensive financial advisor working with individuals and families to provide customized tax efficient strategies for their retirement planning which typically also includes their Medicare needs.
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About KAl
As a comprehensive Financial Advisor I use an educational approach with my clients to develop customized, tax efficient strategies to grow and preserve their wealth to enable them to plan with confidence for a comfortable financial future .
I was raised and educated in England and moved to the USA in 2001 initially in San Jose and then in 2003 to Temecula. I started my career as a digital hardware designer moving on to writing software and later to mobile software project management for over 30 years.
In 2017 I switched careers to financial services since I was tired of travelling around the country on a weekly basis I decided that managing software development was not spiritually fulfilling and I wanted to help people planning for their financial future.
I have been married for 35 years and have two children but no grandchildren but we do have a Siberian Huskey “grand dog” named Tyson.
I am based in Temecula, but with the power of the Internet I cover all of California plus I am licensed in several other States.
CA License # 0L92241
https://brokercheck.finra.org/
CRD#: 6957516
Disclosures:
Kalpnesh (Kal) Patel CA License # 0L92241 offers products and services using the following business names: RHB Advisors – Insurance and Financial services | RH Benefits Insurance Services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with RHB Advisors or RH Benefits Insurance Services.
Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation. Trades cannot be communicated to your Representative by e-mail, fax, or regular mail as the transaction may not be executed on a timely basis. Please contact your Representative by telephone to request trade and do not use e-mail to send confidential information or time-sensitive instructions. Performance quoted does not guarantee future results.
SERVICE TO THE COMMUNITY
Rotary - Service Above Self
Rotary's 1.2 million members serves in the local community and throughout the world. In Rotary I meet weekly with other business leaders and community volunteers to fellowship and provide Service Above Self.
I originally joined Rotary in 2011. I served as President of Murrieta Rotary Club 2023-24. I am the District Service Chair for the Youth Music Competition and served previously as a Co-chair of the Murrieta Field of Honor.
Temecula Valley Master Chorale
The Temecula Valley Master Chorale was created to provide a repertory of choral music which seeks to nurture the public's appreciation of the life-enhancing qualities of the choral arts.
I have been singing choral music for over 50 years. I am honored to serve on the board.
BNI - Givers Gain
BNI is the largest business networking group in the world. I fully embrace their motto Givers Gain.
BNI connects me to the vetted resources needed to help my clients and my business partners with a wide array of business and professional services.
I originally joined BNI in 2007. I served on the Leadership Team as Vice President 2022-23 of BNI Platinum Partners in the Temecula Valley.
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