Kalpesh H. Patel, CFA®, CFP®

Independent Branch Financial Consultant

+1 215-693-6566

Financial credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66, 87 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2023-present
  • Wealth Management Advisor, Northwestern Mutual, 2022-2023
  • Financial Consultant, Charles Schwab Horsham Branch, 2021-2022
  • Associate Financial Consultant, Charles Schwab Allentown Branch, 2019-2021
  • Financial Advisor, Morgan Stanley, 2017-2018
  • Research Analyst, Barclays, 2012-2017

Education

  • BA, Economics, Tufts University
  • CFA, Investment Research & Management, CFA Institute
  • CFP, Financial Planning, CFP Board

Personal interests and affiliations

  • Rotary International (Doylestown, PA)
  • Asha for Education Charity (Princeton, NJ)
  • Eastern Montgomery County Chamber of Commerce (Jenkintown, PA)
  • CFA Society Philadelphia (Philadelphia, PA)

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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