Jay Patel has been delivering sound financial guidance to individuals, families, and business owners since 2022. He holds a Bachelor of Science in Financial Planning from the University of Georgia, where he was actively involved in the Student Financial Planning Association and the Volunteer Income Tax Assistance (VITA) program.
Jay began his career as a Financial Professional with Peachtree Planning in 2022, following several years of experience in the business sector. Based in the firm’s Atlanta office, he works closely with clients on a wide range of financial matters, including retirement planning, investment planning and risk management. Jay is committed to developing personalized strategies that help his clients achieve financial confidence with clarity and efficiency.
He is a proud member of the National Association of Insurance and Financial Advisors-Georgia (NAIFA) and the Financial Planning Association (FPA). Jay is also a two-time recipient of the NAIFA Georgia 40 Under 40 award, recognizing his leadership and impact in the financial services profession.
A resident of Atlanta, GA, Jay enjoys playing basketball, traveling, and cheering on the Georgia Bulldogs in his free time.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4308375, AR Insurance License #20364127