Investing Forever Advisory
Wealth management made simple. 100% Virtual, Fee-Only financial planner located in West Palm Beach, Florida serving clients locally and across the country.
Trishul Patel, CFP® is a 100% virtual, fee-only financial planner serving clients locally in West Palm Beach, Florida and across the country. Investing Forever Advisory provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul Patel, CFP® is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Trishul Patel, CFP® and I currently live in West Palm Beach, Florida. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life.
Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have three degrees from Cornell University.
I have been investing for almost two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.
Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others.
I am a CERTIFIED FINANCIAL PLANNERTM professional, and I am Series 65 (Uniform Investment Adviser Law Exam) licensed. I have a Bachelor of Science, a Master of Engineering, and an MBA from Cornell University and I have almost twenty years of industry experience.
Trishul Patel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Simple Strategies. Sound Science. Financial Freedom. One Step at a Time.
Investing Forever Advisory, located in West Palm Beach, Florida, provides project-based and ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial security and freedom sooner rather than later. Investing Forever Advisory serves clients as a fiduciary and never earns a commission of any kind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Planning
- Investment Analysis
- Estate Planning
- Tax Planning
- High-Performance Professionals
- Growing Families
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Be Your Own Boss
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Trishul Patel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Trishul Patel is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Trishul Patel is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Trishul Patel
3392 Bollard Rd
West Palm Beach, FL 33411