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Daniel Patel

Bay Area Retirement Advisors

★★★★½ 4.7 (103 reviews)

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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