UMANG PATEL

I grew up in small town in India. It was the same town where Mohandas Gandhi led the Salt March to protest British rule in India – a protest that my grandpa participated in. I attended college in Mumbai and moved to New Zealand where I attended Victoria University of Wellington for my advanced studies. In 2007, I moved to the United States, also free from British rule, to live in the Sacramento area in search of opportunities. The greatest opportunity I came across was meeting Purvi. I couldn’t take my eyes off her from the moment we met. This was perfect since she’s an Optometrist. Three months later, I asked her to be my wife and today we live in Folsom, CA with our most amazing son, Johan.  

 When I Initially came to Sacramento, I worked in retail management but quickly discovered that I had a passion for helping my employees understand their workplace benefits. My wife could not ignore the excitement I felt and motivated me to get into financial services. I started out in banking but wanted more so I went to work for Edward Jones. While this was closer to what I wanted, it wasn’t exactly what I wanted. That’s when I found Pacific Advisors.  

 Pacific Advisors, a boutique planning firm located primarily on the west coast, offers a wide range of services to its clientele. And that’s what I wanted – to provide comprehensive planning to the people who trust me to help them. With the tools and support I receive from Pacific Advisors, I’m able to help my clients create synergy in their planning by using techniques and strategies that work together to create strength, security, efficiency and flexibility in their financial plan.  

 Today, I work with high-net-worth individuals, families and business owners and entrepreneurs, using synergistic financial strategies and tools that help them optimize their wealth, reduce the impact of taxation and protect it now and for future generations.  

 I am…Spartacus! 

I grew up in small town in India. It was the same town where Mohandas Gandhi led the Salt March to protest British rule in India – a protest that my grandpa participated in. I attended college in Mumbai and moved to New Zealand where I attended Victoria University of Wellington for my advanced studies. In 2007, I moved to the United States, also free from British rule, to live in the Sacramento area in search of opportunities. The greatest opportunity I came across was meeting Purvi. I couldn’t take my eyes off her from the moment we met. This was perfect since she’s an Optometrist. Three months later, I asked her to be my wife and today we live in Folsom, CA with our most amazing son, Johan.  

 When I Initially came to Sacramento, I worked in retail management but quickly discovered that I had a passion for helping my employees understand their workplace benefits. My wife could not ignore the excitement I felt and motivated me to get into financial services. I started out in banking but wanted more so I went to work for Edward Jones. While this was closer to what I wanted, it wasn’t exactly what I wanted. That’s when I found Pacific Advisors.  

 Pacific Advisors, a boutique planning firm located primarily on the west coast, offers a wide range of services to its clientele. And that’s what I wanted – to provide comprehensive planning to the people who trust me to help them. With the tools and support I receive from Pacific Advisors, I’m able to help my clients create synergy in their planning by using techniques and strategies that work together to create strength, security, efficiency and flexibility in their financial plan.  

 Today, I work with high-net-worth individuals, families and business owners and entrepreneurs, using synergistic financial strategies and tools that help them optimize their wealth, reduce the impact of taxation and protect it now and for future generations.  

 I am…Spartacus! 

I grew up in small town in India. It was the same town where Mohandas Gandhi led the Salt March to protest British rule in India – a protest that my grandpa participated in. I attended college in Mumbai and moved to New Zealand where I attended Victoria University of Wellington for my advanced studies. In 2007, I moved to the United States, also free from British rule, to live in the Sacramento area in search of opportunities. The greatest opportunity I came across was meeting Purvi. I couldn’t take my eyes off her from the moment we met. This was perfect since she’s an Optometrist. Three months later, I asked her to be my wife and today we live in Folsom, CA with our most amazing son, Johan.  

 When I Initially came to Sacramento, I worked in retail management but quickly discovered that I had a passion for helping my employees understand their workplace benefits. My wife could not ignore the excitement I felt and motivated me to get into financial services. I started out in banking but wanted more so I went to work for Edward Jones. While this was closer to what I wanted, it wasn’t exactly what I wanted. That’s when I found Pacific Advisors.  

 Pacific Advisors, a boutique planning firm located primarily on the west coast, offers a wide range of services to its clientele. And that’s what I wanted – to provide comprehensive planning to the people who trust me to help them. With the tools and support I receive from Pacific Advisors, I’m able to help my clients create synergy in their planning by using techniques and strategies that work together to create strength, security, efficiency and flexibility in their financial plan.  

 Today, I work with high-net-worth individuals, families and business owners and entrepreneurs, using synergistic financial strategies and tools that help them optimize their wealth, reduce the impact of taxation and protect it now and for future generations.  

 I am…Spartacus!