Nilesh Patel,CRPC®,CLF®🇺🇸🇮🇳

Nilesh patel,crpc®,clf®🇺🇸🇮🇳

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  • Timeline

  • About me

    Financial Advisor at WestPoint Financial Group, a MassMutual firm

  • Education

    • Vallabh ashram

      -
      Highschool science
    • Depaul university

      -
      Actuary science statstics and probability
  • Experience

    • New york life investments

      Sept 1998 - Sept 2003
      Financial service prefessional

      Helped my clients with their Financial Planning in various areas of their personal and business. Some of the area included Protecting their assests, Retirement Planning, Busniess Continuation, Investments, College Funding and many more innovative was to meet my clients objectives and goals that are important to them.

    • New york life & nylife securities llc

      Oct 2003 - Sept 2011
      Partner

      New York Life ranked No.1 in Life and Health Industry as most admired company in March 2010 by Fortune Magazine.New York Life is dedicated to maintaining its position as both a leader among insurance companies and a major force in the financial services industry,

    • New york life & mainstay investments

      Sept 2011 - Oct 2013
      Senior partner

      We are a premier office for New York Life and NyLife Securities LLC in Greater Chicago area...we Offer Career oppurtunities to self driven individuals . Recruit sales professinals and promote into management.

    • Rdr financial group, llc

      Nov 2013 - now
      Managing partner

      We are passionate people and we believe you (our clients ) are entitled to a comprehensive plan that provides financial security & peace of mind. We are genuinely mindful of your ambitions and are committed to a long standing collaborative partnership in achieving them.We are a team of professionals committed to our clients. We specifically focus on the areas of Life Insurance, Disability Income Insurance, Investments and Tax Reduction Strategies.Feel free to reach us through email or call if we can assist you in achieving your most important Financial Goals. Show less

    • Westpoint financial group

      Nov 2013 - now
      • Financial Advisor

        Jan 2015 - now
      • Financial Planner / Partner

        Nov 2013 - now
  • Licenses & Certifications

    • Life & health

    • Series 24

    • Series 6

    • Series 63

    • Series 7

    • Clf® - chatered leadership fellow

      The american college of financial services
      Nov 2013
    • Crpc® - chartered retirement planning counselor

      College for financial planning
      Sept 2014