
Episode #12
Financial Wellness with guest Eddie Patel, CFP!
As we continue our series on National Wellness Month, this week’s episode focuses on financial wellness. And with that, today’s guest is one of Chicago’s top certified financial planners. He began his early career path as a professional poker player. You could say it was there where he learned patience, steady handedness, and when to make the right moves. Leveraging his success, and earnings, he launched Zen Wealth Management in 2009 with that unique perspective on risk, strategy, and decision-making under pressure. Today, following the acquisition of 8 accounting firms, his team oversees nearly $250 million dollars in client wealth and delivers tailored financial strategies to more than 1,400 clients of all income levels. And as a thank you for listening to today’s episode, he is offering a free entity consultation. Should it be determined that it would benefit you to form an entity (such as an LLC) he is offering a 25% discount on his services to help you form that new entity. You can contact him at egp@eddiepatel.com. I hope you enjoy my conversation with Eddie Patel. Now let’s go to the top of the show!

