portrait of Aditya Patel

About Aditya

In the 1980s, my parents left India to pursue the American dream. To do that, they left my brother and I behind to live in a country with little financial means and they spoke little of the language. Securing a financial future was a large part of their plan for success. After receiving poor investment advice from people more interested in padding their own pockets, my parents will likely never achieve the financial freedom of which they once dreamed.

My motivation as a financial advisor is to ensure that nothing like what happened to my parents happens to anyone else. I...

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

Work History

  • Edward JonesFebruary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Kennesaw State UniversityMaster of Business Admin

Team Members

  • Stacey Cochran
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

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