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Episode #8: Breaking Free: One Financial Advisor’s Journey To Independence
Manage episode 365409400 series 3468411
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In this episode, we are joined by Amit Patel, a financial advisor with 12 years of experience in helping individuals transform their finances and their lives. Amit specializes in working with executives who have large amounts of company stock and RSUs, and helps them plan their finances in a way that aligns with their personal goals.
Amit shares his inspiring journey of transforming his own life from a wirehouse financial advisor to owning his own independent practice, and how he helps others transform their lives by setting clear financial goals and making a plan to achieve them.
But what does financial planning really mean? It's not just about investing, it's about understanding what you want to achieve in life, how your finances can help you get there, and living the life you want.
So if you're ready to transform your life and your finances, join us for this episode with Amit Patel. Get ready to be inspired and learn some valuable tips for achieving financial success!
👉 How to contact Amit
- Website: www.AmitRPatel.com
- LinkedIn: https://www.linkedin.com/in/amitpatel408/
Brought to you by Y2 Lending:
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👉 Schedule a call with us here
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