Bijal Patel joined the Burney Company in 2012. In his 25 years of leadership experience helping individuals and corporations in their efforts to identify, implement and accomplish their goals. Today as a partner he spends his time working with clients, managing and mentoring our staff and gives input to our investment and wealth management strategies. His efforts contributed to Burney Company being recognized by CNBC top 100 Financial Advisors.
Bijal resides in Richmond, VA with his wife Jinu of 21 years and two teenage children. In his spare time enjoys working in the garden and tackling small projects around the house that sometimes become big projects. He also spends time at the bowling alley and recorded a perfect 300.
Bijal earned his BS in finance from Central Connecticut State University and is a Certified Financial Planner (CFP®). Bijal has held several FINRA broker dealer licenses and is a Registered Investment Advisor Representative.
Bijal Patel, CFP®
Senior Wealth Advisor
