Trishul Patel, CFP Helping Younger Investors Retire Early

Episode 48 - Trishul Patel, CFP®, currently lives in West Palm Beach, Florida. He achieved financial independence before 40, and with his 100% virtual advisory business, he gets up every day to help others do the same. To get where he’s at, he prioritized aggressive savings and identified the essential things in his life.


Beyond finance and investing, Trishul is an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of him. He began soldering analog circuits at an early age and completed three degrees from Cornell University.


Over his professional career, Trishul has designed large-scale financial applications for tier-one banks. He likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. Included in over two decades of investing, Trishul was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.


Nothing inspires him more than discovering others who are following their dreams. He often feeds off the energy of those around him and will enjoy healthy debate and intellectual discourse, especially when it comes to topics that he loves and wants, such as investing. From his perspective, Trishul simply possesses an insatiable desire to learn, understand, and help others.


These days, in addition to helping his clients accomplish their financial and investment goals, he enjoys blogging, podcasting, biking, and hiking with his wife and daughter. You can learn more about Trishul Patel by going to: https://investingforever.com/about-me/


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