Anita J. Patel [ChFEBC℠, CFA]
Corporate Office
33 Wood Ave
6th Floor
Iselin, NJ 08830
ChFEBC℠ Number: 102210MPA
Original Certificate Date: 3/18/2022
Organization: Bravias Financial
Cell: 408-660-3172
Fax: 888-372-3173
Email: anita@braviasfinancial.com
Website: www.braviasfinancial.com
States Currently Licensed: FL (CA, NM, OH – Note: I currently work virtually with clients in those states and a few others.)
State Insurance License #: W414566
CRD #: 4614716
Services: Specializing in federal benefits and retirement planning, investment planning, wealth management, insurance, budgeting, cash management and estate planning.
Additional Information: Securities License Series 65, Insurance licenses: Life, Disability, Long Term Care, Annuities, Roth/Traditional/SEP IRAs and Individual 401Ks