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Daniel Patel
Bay Area Retirement Advisors
17+ years of experience
About Daniel Patel
Daniel helps South Bay professionals plan for retirement amidst high living costs and volatile tech equity. His fiduciary practice puts client interests first, always.
Office Address
1 Almaden Blvd, Suite 100, San Jose, CA 95113
San Jose, CA
Contact Information
Phone: (408) 555-1003
Minimum Investment
$100,000
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