Shiv Patel
Shiv Patel is an Insurance Representative at Phase Financial, LLC. He works closely with clients to help meet their life and health insurance needs while building meaningful relationships and supporting the firm's financial planning process. Shiv is currently obtaining his securities licenses and looks forward to expanding his role as a Financial Advisor, providing clients with comprehensive investment and financial planning guidance.
Meet Shiv
Shiv Patel is an Insurance Representative at Phase Financial, LLC. He works with clients to help meet their life and health insurance needs while supporting the firm's comprehensive financial planning process. Shiv has earned his Indiana Life and Health Insurance License and successfully passed the Securities Industry Essentials (SIE) Exam. He is currently preparing for the FINRA Series 7 and Series 66 licensing exams to become a Financial Advisor, allowing him to provide clients with comprehensive investment and financial planning services.
Shiv graduated from the University of Cincinnati's Lindner College of Business with a bachelor's degree in Finance, specializing in Financial Planning. He joined Phase Financial with a passion for helping individuals and families pursue their financial goals through personalized guidance, education, and long-term planning.
Outside of the office, Shiv enjoys traveling, spending time with family and friends, and playing golf. He values building meaningful relationships both personally and professionally and is committed to serving his clients and community with integrity and dedication.
Contact
I'm always looking for new and exciting opportunities. Let's connect.
Cell: 812.220.2224