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Sandeep Patel

Sandeep Patel

Independent Wealth Advisor

Sandeep was inspired to serve in the financial industry after being encouraged by his father, a medical doctor, to help people improve their lives, and it laid the foundation for his passion in financial services. He got his start by serving as an assistant to a financial advisor in 1994 and became a Licensed Financial Advisor in 1997 and continued to pursue his passion for the next 20 years. Sandeep is Securities Licensed in 29 states and has obtained Series 6, 7, 63, and 65 Securities Licenses. He is also Life, Accident, and Health Insurance Licensed in 22 states.


He specializes in all aspects of the financial planning process, from the Discovery Phase to the Implementation Phase to the Review Phase. He strives to be the go-to resource for all of his clients when it comes to managing their finances and working with other trusted advisors to achieve their financial goals.


A native of Bayside, Queens in New York City, Sandeep currently resides in Campbell Hall, New York with his wife, Sejal, and their two children, Misha and Arav. He is actively involved in the Community through his Children’s Education and Sports Activities and the local Hindu Temple and the Indian Association of Catskill Region, where he serves both as a board member and an active volunteer. In his free time, Sandeep enjoys reading science fiction and spy thrillers, camping, hiking, boating, and travelling with his family.