Ashish Patel

Wealth Advisor

Ashish is a wealth advisor and financial planner with experience in the hospitality/tourism industry, having worked with the Small Business Administration and facilitating 1031 exchanges. Prior to BluePointe, he served as an Investment Advisor Representative and Registered Representative to clients of First Command Financial Services, a Texas-based Broker-Dealer. In addition to his investment advisory experience, Ashish is well versed in Life Insurance products and serves as a Life Agent in California. He has acted in a Fiduciary capacity during his financial career, strictly ensuring that his recommendations are made in the best interest of his clients. His passion lies in helping families build and maintain generational wealth. Additionally, Ashish was a leader in the U.S. Government’s Department of Defense for over 15 years. He received his B.S. from the University of California, Berkeley and his M.B.A. from Texas A&M University. Outside of the office, Ashish enjoys teaching and mentoring college students and recent graduates on financial literacy and planning.