
Dr. Jinit Patel, MD
Financial Planner
Language Spoken
English
Degrees
jinitpatel@financialguide.com
Bio
Dr. Jinit Patel is an exceptional individual who excels in financial services. As a financial services professional, he brings his medical expertise to critical situations, while dedicating his full-time efforts to serving as a financial professional whose focus is on qualified plans at Endeavour Private Wealth.
Driven by a passion for personal finance, Dr. Patel combines his medical background with his ongoing pursuit of knowledge in the financial field. He provides clients with comprehensive guidance on financial wellness, utilizing innovative strategies to help them achieve their long-term goals.
Enrolled in the Certified Financial Planner (CFP) program, Dr. Patel continuously enhances his expertise and knowledge of financial services, staying ahead of industry trends to provide clients with effective and up-to-date strategies. As a financial services professional, Dr. Patel plays a vital role at Endeavour Private Wealth, contributing to our mission of providing exceptional financial guidance. His blend of medical proficiency and financial acumen makes him an invaluable asset to our team.
Outside of his professional pursuits, Dr. Patel finds immense joy in his role as a family man. He is a proud husband and father to two wonderful children, and his wife, also a physician, shares his commitment to making a positive impact on people’s lives. Together, they form an inspiring duo, supporting and empowering each other both personally and professionally.
With an unwavering dedication to improving the lives of others, Dr. Jinit Patel embodies the values and mission of Endeavour Private Wealth. We are privileged to have him as a member of our team, where he continues to strive to make a significant impact on the financial well-being of our clients as well as the communities we serve.
Community Involvement
Strategic Partners/Affiliations
License
FINRA's Broker Check
N/A
Members Licences and Disclosures
Dr. Jinit Patel is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org Endeavour Private Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 3 Greenway Plaza, Suite 1500 Houston, TX 77046 713-402-3800 CRN202607-4672742