Bridget Patel
CFP® Candidate
Values Added Financial
Financial Advisor
Bridget Patel
CFP® Candidate
Values Added Financial
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bridget Patel, CFP® Candidate
Fee-Only financial planner located in Washington, DC, serving clients locally and across the country
Bridget Patel is a Washington, DC fee-only financial advisor serving clients locally and across the country. Values Added Financial provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bridget Patel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bridget Patel joined Values Added Financial because she wanted to use her finance expertise to help people and be a partner as they achieve their dreams. Before joining VAF, Bridget worked as a Senior Financial Analyst at the Federal Reserve Board.
Bridget lives in Capitol Hill with her husband. She likes to go for long neighborhood walks and socialize with family, friends, and neighbors. She has volunteered with Horton’s Kids, a reading and mentoring program for students from DC’s Ward 8, since 2011.
Bridget has a Masters of Science in Finance from Johns Hopkins University and a Bachelors of Science in Economics from the University of Kentucky, cum laude. Bridget has a Certificate in Financial Planning from Boston University and is a candidate for the CFP® certificate. She is a member of the Alliance of Comprehensive Planners, the Financial Planning Association and the Washington Association of Money Managers.
Values Added Financial helps progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better.
We focus on meeting the needs of people who want a long-term advisor to help them as their lives evolve over time. We are committed to feminism, economic equality, and other areas of justice and social change. If you happen to share these values or have other closely held ones, it is important to find someone who understands them and can help you apply them to these topics.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bridget Patel is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Bridget Patel is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Bridget Patel
Office Locations:
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By Appointment Only
Washington, DC 20001
