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Dino Patelis

President

437 followers

Alpharetta, Georgia, United States

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Timeline
About me
Financial Advisor
Education
- St. Leo's University
  1992 - 1995
  Bachelor’s Degree Business Administration, Management and Operations 3.8
  Activities and Societies: Background US Navy Veteran (Retired), Creating a niche market in educating, training, and helping small businesses and families, in understanding how to create a financial plan, specializing in Estate, Business, Retirement, and Investment strategies. My goal is to empower my clients with key components to assist them on how to "Create a Plan" show them how to execute on their plan, Discover weaknesses and design custom solutions to get them to where they need to be. Wills, trusts, insurance needs, budget analysis, portfolio design, succession planning, college, disability, various interim goals, cash flow, and finally retirement.
Experience
- Chief Asset Mangement Group
  Sept 1995 - Apr 2017
  President
  Specialize in Estate, Business, Retirement, and Investment planning/strategies. Work closely with clients to provide solutions. Specialized in Estate, Business Succession Planning, Retirement analysis, Portfolio design.
- American Global Wealth Management
  Jul 2017 - Jan 2018
  Financial Advisor
  We provide a complete financial suite of services including Estate, Business succession planning, investments, Retirement, Insurance, and College planning. Please feel free to contact me at 404-784-8604 ( C )
- Edward Jones
  May 2019 - Dec 2021
  Financial Advisor
  Click URL below to see websitehttps://www.edwardjones.com/financial-advisor/index.html?CIRN=1u0Z2j2cpANlCoFmHY6JyfAO6BG6wI%2Fh6xd5OFDKVOI78Z7TGiMkpt%2BqFh8%2FZ7J9
- Amc Wealth
  Dec 2021 - now
  Registered Investment Advisor
Licenses & Certifications
- Registered lic, 7 63, 66
  Life health State of GA
  Feb 1995