Alpa Patel Financial Advisor

I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Financial Advisor, Business Succession Planning, Business Tax Planning, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Retirement Planning, Tax Consultants Services, Tax Preparation Services, Philanthropy, and Stock Option PlanningAlpa Patel is a Managing Director and the West Coast Head of Wealth Planning and Advice for the J.P. Morgan Wealth Management division of J.P. Morgan. In her role, she provides leadership and guidance to financial advisors and their clients across a wide array of planning strategies including trusts and estates, taxation1, business succession, philanthropy, stock option planning, retirement, and education. Alpa draws on her extensive background to educate clients, share insights, convey best practices and impart thought leadership ideas that inform the development of tailored and individualized plans. The author of numerous white papers, she is skilled at explaining sophisticated issues in a structured and well-reasoned manner. Alpa believes that the careful consideration of wealth planning strategies should function hand-in-glove with investment management to help address the totality of each client's financial picture. In addition to English, Alpa is fluent in both Hindi and Gujarati. She graduated from San Francisco State University and held a B.A. degree in Broadcast Communications. Alpa earned a J.D. degree from Golden Gate University School of Law on a merit scholarship. She has an LL.M. degree in taxation with honors from the same institution and is a member of the State Bar of California.