Alpesh Patel, CPFA, CRPC®

Alpesh joined Rockefeller Capital Management in 2021, as Managing Director and Private Advisor. With over 20 years of Financial Services industry experience, Alpesh works with High-Net-Worth Individuals and Business Owners to establish customized and dynamic wealth management solutions. He primarily focuses on investment management, lending, and estate and wealth planning services. Alpesh understands the value associated with truly understanding the individual objectives of his clients and understanding their goals. He is committed to establishing an appropriate financial strategy, provide sound advice, and proactively connect with clients on the progress they are making together. Alpesh has also been named to Forbes Best-In-State Wealth Advisors 2021*.

Alpesh prioritizes revisiting the wealth management plans that have been established for his clients periodically to help ensure they remain aligned with your overall financial objectives.

*For more information about the selection criteria for each award, please consult the sponsor’s website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.