meet the team

Devin Patel

Meet devin patel, Client Portfolio Manager & Planning Partner

Devin Patel is a licensed Financial Professional at The Hidden Wealth Solution. Devin oversees custom portfolio management and is a licensed Investment Advisor Representative. In this role, he acts as a fiduciary for our clients, helping them structure institutional portfolio’s with reduced risk, increased performance and cost savings. Devin is a planning firm partner and helps oversee all client case reviews.

Devin graduated from the University of South Florida, earning a Bachelor’s of Science in Finance. He was a member of the USF Men’s Golf Team, garnering Big East Player of the Week honors and a spot on the Big East Conference Commissioner’s Honor Roll.

HOW MUCH DOWNSIDE RISK IS IN YOUR RETIREMENT PORTFOLIO?

Knowing your risk score enables boomers and retirees to custom design their retirement risk by reducing risk and increasing their return!

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