Pratik Patel, CDFA®, CEPA

Pratik has been in multiple financial services roles since 2002.  Successfully navigating his own divorce and having a healthy co-parenting relationship with his ex, he is well aware of all the emotional turbulence associated with the divorce process.  He truly believes in a collaborative, respectful and empathic approach.

 

Pratik’s time with American Express, Citibank and building a startup company, MD Revolution, gives him unique insights for different types of individuals, families and business owners. Using strategic divorce planning as a backbone, Pratik focuses on various asset division scenarios with a goal of helping individuals re-establish their financial lives post-divorce.

 

With Series 7, 66, life/health licenses, along with the CDFA and CEPA designations, Pratik has a vast amount of experience in multiple specialties to bring to the table.

Click here to schedule an appointment with Pratik

Email: pratik@strategicdivorceplanning.com

Tel: 858-210-1676

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