Haresh Patel, Financial Advisor located in Westlake Village, CA

Financial Advisor
Haresh J Patel

2535 Townsgate Rd Ste 201, Westlake Village, CA 91361opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • College Savings
  • Estate & Legacy Strategies

Personal Interests

  • Active Lifestyle
  • Traveling
  • Technology
  • Spending Time with Family
  • Community Outreach

Team Members

  • Lori Lauterbach
    Sr. Branch Office Administrator

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Office Information

Phone

(805) 277-0713

Fax

(844) 616-0319

Office Address

2535 Townsgate Rd Ste 201
Westlake Village, CA 91361opens in a new window

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