Anita J. Patel

Anita J. Patel [ChFEBC℠, CFA]

1200 Brickell Bay Dr
Miami, FL 33131

ChFEBC℠ Number: 102210MPA

Original Certificate Date: 3/18/2022

Organization: Bravias Financial

Cell: 408-660-3172
Fax: 888-372-3173



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