Broker Check
* ANU PATEL, RICP

* ANU PATEL, RICP

Financial Planner and Investment Adviser Representative of HTK

AspireWealth Planners is committed to help individuals, families, and businesses grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure our customers are protected and financially prepared for the future. As a Financial Advisor at AspireWealth Planners, Anu is responsible for understanding the goals and objectives of each client and helps assist them achieve those goals through education, strategic partnerships, and leveraging our services and solutions as holistic wealth planners in the communities we serve. Anu strives to serve as an advocate for her customers to deliver proactive and responsive service to her clients and help them manage and track their progress toward meeting their financial goals throughout all life’s stage.

Anu comes to AspireWealth with 28 years of industry experience. Prior to joining AspireWealth Planners, Anu worked as a Financial Services Representative for First Investors Corporation. Most recently, worked as an Investment Advisor Representative with Mass Mutual for just over 7 years. During her role as an Investment Advisor Representative Anu and her team of resources helped clients make better financial decisions by identifying their goals and designing a custom, comprehensive approach to accumulate and preserve their wealth.

At AspireWealth, Anu and her team will analyze each client’s unique financial snapshot and use that information to identify their financial goals and design strategies to promote financial independence now and in the future. By leveraging our experienced advisers and resources along with a network of strategic alliances including legal and tax professionals, we are well positioned to provide holistic solutions to individuals, families, and businesses based upon their needs.

Together, we collaborate to determine the resources necessary to engage in order to help support the client’s vision and agreed upon strategies. Our team is proud to provide a structured and disciplined service model with ongoing touch points and reviews to help Anu and her customers foster long lasting and valuable relationships. Additionally, we use sophisticated planning software to enable us to build comprehensive plans and use this platform as a tool to monitor and track our client’s progress.

Everyone has a unique economic situation and Anu feels that a personalized, holistic approach to each situation is essential to establishing the right financial strategy for each client. Anu’s mission is to customize an integrated plan for each client that emphasizes safety and sustained growth.

Anu is graduate of the University of Maryland College Park with a Bachelor’s Degree in Finance and Economics. Also, she is affiliated with two prominent industry focused organizations: Million Dollar Roundtable and Women in Insurance and Financial Services.

Anu and her husband, Christopher, currently reside in Brookeville, MD with their daughter, Maya.

 

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