Anu Patel RICP ®
301-753-7156 (office)
301-502-1638 (cell)
anupatel@affirmwp.com
Anu believes that comprehensive financial planning is the solid foundation clients need to achieve their goals. Through the use of prudent and timely planning in conjunction with customized investment, protection, tax, and estate strategies Anu and her team partner with clients to attain their dreams. She strongly believes that constructing a solid foundation builds a strong house.
Anu attended the University of Maryland studying finance and economics and is a 32 year industry veteran. She strives to build long term relationships with her clients and their families. While her passion is portfolio construction and management she also specializes in retirement income strategies and holds a professional designation as a Retirement Income Certified Professional.
Anu lives in Brookeville, MD with her husband Chris and their dogs Loki and Linc. She is very proud that her daughter Maya is following in her university of Maryland footsteps, they are both proud Terps for life!
Chris Long
Chris is passionate about the financial services industry. For over 30 years he has been teaching, coaching, and guiding financial professionals to build practices designed to meet clients’ needs. Chris focuses on operations, training, and client support for Affirmative Wealth Partners.
Chris has been fortunate to be partnered with Anu Patel, RICP ® in both the practice and life for the past 28 years. Chris lives in Brookeville, MD and enjoys travel, photography, film. His most important role in life; Proud Father of Maya and Husband of Anu.
