Service Offered
Financial & Legal Services,
Financial & Taxation Services,
Investment Management
Anita J Patel Financial Advisor
- Miami, FL
- 15 Years in Business
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15 Years
Anita J Patel
I am one of Miami, FL's most distinguished Financial & Taxation Services. I specialize in Estate Planning, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Long Term Care Insurance, Investment Management, Education funding, and Retirement IncomeAnita has over 8 years of experience as a financial advisor and 19 years in the financial services industry. She started her career in financial services in 1994, after graduating with honors from The Wharton School at the University of Pennsylvania. In 1998, she received the professional designation of CFA (Chartered Financial Analyst). Bravias Financial is an independent retirement planning firm. Investment advisory services are offered through Bravias Capital Group LLC, a New Jersey State Registered Investment Advisor. Bravias Capital Group and Bravias Financial are independent entities.
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