Biren Patel, CFP

VP, Sr. Wealth Management Advisor

 

Specializes In

  • Retirement Planning & IRAs
  • 401K/403B Rollover Education
  • Estate Planning
  • Investment Planning
  • Insurance - Life, Disability, Long Term Care
  • Mutual Funds
  • Fixed & Variable Annuities

Bio

Biren Patel serves as Vice President, Sr. Wealth Management Advisor at St. Mary’s Financial Services (SMFS), located at St. Mary’s Bank. He brings 7 years of investment services experience to this role.

As a CERTIFIED FINANCIAL PLANNER (CFP), Biren meets rigorous standards of competency and ethics. He meets ongoing continuing education requirements and upholds the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Biren guides St. Mary’s Bank members toward their financial goals through investment, estate, education and retirement planning. He offers a variety of investment solutions that include mutual funds, fixed annuities, variable annuities, and IRAs.

Education

  • CFP, American University
  • MSF, University of Massachusetts, Lowell
  • BA, University of Massachusetts, Lowell

 

 

BrokerCheck by FINRA


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