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Meeta Patel Financial Advisor,

401 West A Street, San Diego, CA 92101View on Map


I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me. Thanks

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Financial statement Analysis
  • 10 - 15 Years
  • 401 West A Street
  • N/A