Anu Patel RICP ®
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!