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Trishul Patel, Wealth Manager

My name is Trishul Patel. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life.

Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University.

I have been investing for almost two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.

Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others.

These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.


I have a Bachelor of Science, a Master of Engineering, and an MBA from Cornell University and I have almost twenty years of industry experience. I am FINRA Series 3 (National Commodities Futures Exam) and Series 65 (Uniform Investment Adviser Law Exam) licensed. For more information regarding my education and professional career, check out my LinkedIn Profile.


And for more about my philosophy as it pertains to money and investing, check out this blog post.


Do your finances and investments need a check-up?

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.