A Conversation with Trishul Patel, CFP®

(For the full video click here.)

Background & Experience

My name is Trishul Patel, CFP®, and I live in West Palm Beach, Florida. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up daily to help others do the same. To get where I am, I prioritized aggressive savings and identified the truly important things 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 three 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 sales 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.

Certifications & Education

I am a CERTIFIED FINANCIAL PLANNERTM professional, and I am Series 65 (Uniform Investment Adviser Law Exam) licensed.

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. For more information regarding my education and professional career, check out my LinkedIn Profile.

For more about my philosophy as it pertains to money and investing, check out this blog post. And check out our FAQ for more information about me and my firm.

Professional Designations & Affiliations

Trishul Patel is a CERTIFIED FINANCIAL PLANNER™ Professional
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Trishul Patel is a Member of the Fee-Only Network
Financial Advisors on the Fee-Only Network never earn commission or sell investment products. Network members are also fiduciaries ( legally sworn and obligated to always place the interest of the client ahead of their own), and independent (not affiliated with any brokerage firm, bank, or insurance company).

Trishul Patel is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Trishul Patel is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Media Mentions

Trishul Patel’s Article is Featured on the XYPN Network’s Good Financial Reads: “What Could Go Wrong With Trying to Time the market?”

Trishul Patel, CFP® is Quoted in InvestmentNews: “Advisors worry billionaires tax proposal would expand to other income levels”

Trishul Patel, CFP® is Quoted in ThinkAdvisor’s Slideshow: “What to Tell Clients Who Want to Play with FIRE: Advisors’ Advice”
Trishul Patel’s Blog Post is Featured on Earn2Trade: “Beware: This Strategy Could Cause You To Lose Your Shirt.”
Trishul Patel Was Awarded July 2021’s Diversity CFP® Exam Scholarship from XYPN
Trishul Patel, CFP® is a Guest on the What the Finance Podcast Discussing Financial Independence, Retire Early (F.I.R.E.)
Trishul Patel, CFP® is Interviewed on XYPN Radio: “Ep #298: Strategic and Authentic Podcasting: A conversation with Aaron Agte, Michael Reynolds, and Trishul Patel”
Investing Forever Advisory is Featured on Wealth and Finance: “Most Innovative Financial Planning Firm – Florida Diversity & Inclusion Excellence Award 2022”
Trishul Patel, CFP® Discusses “Helping Younger Investors Retire Early” as a Guest on the Health and Wealth Podcast with Carter & Tim

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.