Anuj H. Patel, CFA

Founder and Wealth Advisor

 

Anuj H. Patel, founder of Truvestor Wealth Management is a Chartered Financial Analyst (CFA). CFA is a professional designation given by the CFA institute that measures the competence and integrity of financial analysis. The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis.

As a CFA Charterholder, Anuj is a trusted and equitable expert who has been trained in financial analysis and holds accountable to his fiduciary duties and professional ethics. Anuj has over nine years of experience managing equity, fixed income, alternative assets, options, and futures into investment and retirement accounts. Anuj offers a comprehensive and individualized wealth management approach stemmed upon an unbiased in-depth fundamental analysis and tailored to each client’s need and risk appetite. Anuj is a member of CFA Institute and Atlanta Society of Finance and Investment Professional (ASFIP).

Family and friends describe Anuj as a person of principles, ethics and integrity. His practical insight into financial matter is second to none.

At Truvestor Weath Mangement , Anuj offers Prudence, Integrity and Care to prosper your wealth and secure your future. Call him now for your FREE consultation.

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