Advisor at Investing Forever Advisory
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My name is Trishul Patel, CFP®, MBA. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life.
Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University.
I have been investing for over two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of Southeast Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.
Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others.
These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.
AUM: 0.90%
Flat: $5000+/engagement
Quarterly: $2250+/qtr
Investing Forever Advisory
2019 - Present (7 years)
Unemployed
2018 - 2019 (1 year)
SandPointe Asset Management, LLC
2014 - 2018 (4 years)
CFP®, RICP®, EA
Wellington, FL
Trammell Wealth
Have you ever woken up in the middle of the night, worried about your financial future? You’re not alone—and I’ve dedicated my career to helping people find peace of mind when it comes to money. I hold a Master’s Degree in Personal Financial Planning from Kansas State University (go Wildcats!) and am proud to be a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®). For the past seven years, I’ve worked behind the scenes crafting detailed financial plans for advisors across the country—helping clients invest wisely, retire confidently, and make smart decisions about Social Security, among other complex financial topics. Now, I’m bringing that experience directly to individuals and families. My mission is simple: to provide clear, actionable financial guidance that helps you sleep better at night and live better during the day. I live in the Village of Wellington, Florida—if you're into polo, you’ve probably heard of it! My amazing wife, Fabiola, is a Registered Nurse and was recently accepted into the Nurse Practitioner program at FAU. We have two incredible kids: Alexander (11), who’s all about tech and space, and Leah (9), who’s passionate about soccer and gymnastics. Whether you're planning for retirement, navigating a career change, or just trying to make sense of your financial future, I'm here to help.
Series 66
Juno Beach, FL
Edward Jones
CFP®, ChFC®, Series 66
Palm Springs, FL
Edward Jones
Series 66
Lake Worth, FL
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Series 63, Series 65
West Palm Beach, FL
Edward Jones
CFP®, Series 66
Palm Beach Gardens, FL
Edward Jones
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