Nirdesh Patel
Director of Wealth Management
Fax: (847) 698-4801
E-mail: njpatel@dynastyrfs.com
Website:
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Nirdesh Patel is the Director of Wealth Management at Dynasty Retirement & Financial Services, a financial services firm specializing in retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
Financial industry experience and knowledge has been carried on for generations in Nirdesh's family and his twenty years of experience has added to this legacy. His passion and drive for perfection have helped to increase his financial knowledge and fueled his ability to assist clients with customized portfolio solutions.
Education
- University of Wisconsin
- DePaul University, MBA
Professional Licenses
- Series 6
- Series 63
- Series 65
- Series 66
- CLTC (Certified in Long- Term Care)
Memberships & Associations
- Member of NAIFA (National Association of Insurance and Financial Advisors)
- Million Dollar Roundtable-8 time qualifier *
| Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. |
Personal Data
When Nirdesh is not working, his time is devoted to his wife and three sons. In addition to English, he is fluent in Gujarati.