Anita J. Patel [ChFEBC℠, CFA]
950 Brickell Bay Dr
#1906
Miami, FL 33131
ChFEBC℠ Number: 0A120M1P2
Original Certificate Date: 3/18/2022
Organization: Bravias Financial
Cell: 408-660-3172
Fax: 888-372-3173
Email: anita@anitajpatel.com
Website: www.anitajpatel.com
States Currently Licensed: FL, NM, CA
Primary Insurance: Able to work with most insurance companies: Nationwide, F&G, OneAmerica
Services: Retirement Planning, TSP, 401K, IRA, Roth IRA, Financial Planning, Education Funding Tax Strategies for selling highly appreciated assets: stocks, real estate, crypto and businesses. Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance