Broker Check

Umang Patel

Financial Advisor

umang_patel@pacificadvisors.com 


 Cell: (408) 539-3069

I grew up in small town in India. It was the same town where Mohandas Gandhi led the Salt March to protest British rule in India – a protest that my grandpa participated in. I attended college in Mumbai and moved to New Zealand where I attended Victoria University of Wellington for my advanced studies. In 2007, I moved to the United States, also free from British rule, to live in the Sacramento area in search of opportunities. The greatest opportunity I came across was meeting Purvi. I couldn’t take my eyes off her from the moment we met. This was perfect since she’s an Optometrist. Three months later, I asked her to be my wife and today we live in Folsom, CA with our most amazing son, Johan.   

When I Initially came to Sacramento, I worked in retail management but quickly discovered that I had a passion for helping my employees understand their workplace benefits. My wife could not ignore the excitement I felt and motivated me to get into financial services. I started out in banking but wanted more so I went to work for Edward Jones. While this was closer to what I wanted, it wasn’t exactly what I wanted. That’s when I found Pacific Advisors.   

Pacific Advisors, a boutique planning firm located primarily on the west coast, offers a wide range of services to its clientele. And that’s what I wanted – to provide comprehensive planning to the people who trust me to help them. With the tools and support I receive from Pacific Advisors, I’m able to help my clients create synergy in their planning by using techniques and strategies that work together to create strength, security, efficiency and flexibility in their financial plan.   

Today, I work with high-net-worth individuals, families and business owners and entrepreneurs, using synergistic financial strategies and tools that help them optimize their wealth, reduce the impact of taxation and protect it now and for future generations.   

  

I am…Spartacus!

 

COMPLEX OUTCOMES REQUIRE ADVANCED STRATEGIES 

Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation. 

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The annual Forbes ranking of Top Financial Security Professionals Best-In-State is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0K68849. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.