Broker Check
Kunal Patel

Kunal Patel

Investment Advisory Representative of United Planners

Kunal has recently joined EJS Wealth Management as a new advisor. He collaborates on the process of financial planning and spends the majority of his time creating and executing financial strategies for our clients. He has seven years of experience in the financial sector, working for firms including TD Bank, First Bank, and Fidelity Investments through the independent, wire house, and bank channels. He has been registered to offer securities since 2022.  Kumal feels that these roles, each with a different set of skills and levels of difficulty, have given him a thorough understanding of what his clients need.

Kunal grew up in North Carolina and now spends his time exploring the Rocky Mountains. He is an avid adventurer who spends much of his time hiking, mountain biking, and sampling all of the cuisines available in the frontier state.

His main focus is working in tandem with clients to help ensure they receive adequate information during the planning and implementation phase. Kunal is enthusiastic about educating people on how to manage their finances wisely while giving them the tools they need to live the lives they desire.