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Eddie Patel CFP®

Investment Advisor. Tax Preparation Specialist.

"I help people make life-changing financial decisions."

Our President/CEO is Eddie Patel a CERTIFIED FINANCIAL PLANNER practitioner and member of several professional associations including the National Association of Tax ProfessionalsFinancial Planning Association of IL and the Chicago Association of Realtors.

Eddie Patel is highly accomplished having been in business since 2004 and having grown the firm to serving close to 1650 individuals & small businesses.

Known as one of Chicagoland's most effective advisors, I have been heard on WIND 560 AM radio, as the host of my own talk show called, "The Safe Money & Retirement Show" and later called "Wealth Watchers". I have done volunteer work with Chicago Cares and I'm a member of several professional associations including the National Association of Insurance and Financial Advisors (NAIFA), the National Association of Realtors (NAR), and the Financial Planning Association (FPA).

For fun, you'll find me traveling, talking politics, trying any restaurant you tell me to, telling war stories about poker while training newbie poker players, fascinated by crypto-currency, and watching Chicago sports teams.

Series 6.5 (Registered Investment Adviser Licensure Examination)

Life/Health Insurance 
(Illinois, California, & Florida)

Illinois Real Estate Broker

Educational Credentials:
University of Illinois (1998-2002) 
Bachelor's in Finance, Jun 2004

Institute of Business and Finance (2007-2008)
Certified Annuity Specialist Accreditation (CAS), May 2008

Depaul University (2009-2010)
Certificate in Financial Planning, Nov 2010

CFP Board of Standards (2011)
Certified Financial Planner™ (CFP®) Designation Honor, June 2011

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Eddie Patel - In the Media

Eddie talking about using ADP Run Payroll for Partners

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