Raj Patel

About

Raj Patel is a financial coach and former wealth manager who helps individuals and families develop a healthier relationship with money. After 15 years in the financial services industry, Raj realized that most people don't need more financial products -- they need better financial habits and mindsets. He became a certified financial coach to bridge the gap between financial planning and behavioral change. Raj specializes in helping clients eliminate debt, build emergency funds, plan for major life transitions, and align their spending with their values. He takes a holistic approach that addresses both the practical and emotional aspects of personal finance.

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