Eddie Patel, CFP

05/02/2023

Fun Fact: The last day of 2023 will be 123123.

08/16/2022

"Luis is very knowledgeable and helpful in completing my income tax return
every year." says Nick on Google

★★★★★ Luis is very knowledgeable and helpful in completing my income tax return every year.

10/07/2021

"Ive worked with Eddie and his team for several years now. He inherited me when he bought the small boutique company I was using. Switching advisors can obviously be stressful, especially when you didnt make a deliberate choice to do so. My concerns were quickly dissolved. Eddie has a firm and clear understanding of the 21st century market. Hes incredibly sharp, personable, professional, and sincerely wants to help. I highly.." says Tim on BBB

★★★★★ Ive worked with Eddie and his team for several years now. He inherited me when he bought the small boutique company I was using. Switching advisors can obviously be stressful, especially when you didnt make a deliberate choice to do so. My concerns were quickly dissolved. Eddie has a...

05/16/2021

"Eddie and his office staff are the best. I’ve been a client for many years and he has helped me with not only taxes, but investments and savings accounts as well. Incredibly knowledgeable and trustworthy. Highly recommended." says Peter on Google

★★★★★ Eddie and his office staff are the best. I’ve been a client for many years and he has helped me with not only taxes, but investments and savings accounts as well. Incredibly knowledgeable and trustworthy. Highly recommended.

05/15/2021

"We've been hiring Eddie Patel and his team at ********************* for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. Highly recommend!"" says Paul on BBB

★★★★★ We've been hiring Eddie Patel and his team at ********************* for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. H...

05/12/2021

"We've been hiring Eddie Patel and his team at Zen Wealth Management for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. Highly recommend!" says Paul on Google

★★★★★ We've been hiring Eddie Patel and his team at Zen Wealth Management for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. H...

04/06/2021

"Eddie Patel & Luis Ortega at Zen Wealth Mgmt are always responsive no matter what the need is. I would be lost without them. Thank you Eddie & Luis for the attention and professionalism!" says D B on Google

★★★★★ Eddie Patel & Luis Ortega at Zen Wealth Mgmt are always responsive no matter what the need is. I would be lost without them. Thank you Eddie & Luis for the attention and professionalism!

09/30/2020

"I highly recommend Eddie as an advisor." says Arpan

★★★★★ I highly recommend Eddie as an advisor.

04/08/2020

My team created this FREE tool. Download it here.

04/03/2020

Corrections and bear markets are a normal (if stressful) part of stock markets. Here’s what you can do when one strikes.

Break away from the herd and focus on these things to get through a bear market.

04/01/2020

Market volatility is here. Take action with my free flowchart.