As a comprehensive Financial Advisor, I use an educational approach with my clients to develop customized, tax efficient strategies to help grow and preserve their wealth to enable them to plan with confidence for a comfortable financial future.
I work with individuals and families to help find solutions to your financial challenges and goals. So, whether you’re just starting out, settling into retirement or somewhere in between, I invite you to schedule an appointment to discuss your current financial situation, your goals and your timelines.
Together we’ll review your objectives across key areas such as income protection, investments (IRAs, Roth IRAs, brokerage accounts), retirement planning, guaranteed lifetime income as well as legacy planning. We will tailor strategies to your needs, considering all factors that may impact your short, medium, and long-term financial goals.
I was raised and educated in England and moved to the USA in 2001 initially in San Jose and then in 2003 to Temecula. I started my career as a digital hardware designer moving on to writing software and later to mobile software project management for over 30 years.
In 2017 I switched careers to financial services since I was tired of traveling around the country on a weekly basis. I decided that managing software development was not spiritually fulfilling and I wanted to help people planning for their financial future.
I have been married for 35 years and have two children but no grandchildren, but we do have a Siberian Husky “grand-dog” named Tyson.
I am based in Temecula, but with the power of the Internet, I cover all of California. Plus, I am licensed in several other States.
Email: kal@rhbadvisors.com
Office: 951-303-9582
Mobile: 408-506-7581
LinkedIn Page: www.linkedin.com/in/kalpatel202
Calendar Page: https://calendly.com/kal-rhbenefits
RH Benefits Page: https://rhbenefits.com/
