Dino Patelis

Dino Patelis

President

Followers of Dino Patelis437 followers
location of Dino PatelisAlpharetta, 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