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Eleni Patel, CPA

Eleni Patel, CPA

Registered Representative

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Eleni and her team help clients achieve financial independence and accumulate generational wealth. Eleni provides holistic financial planning to individuals, families and retirees. She helps clients set and achieve financial goals so they can focus on what matters most in life. Eleni partners with clients who are looking for help managing cash flows, investing assets, assessing risk, planning for college and accomplishing other major life milestones.

Eleni is a registered certified public accountant (CPA) and has over 15 years of experience working in the financial services industry. She began her career at KPMG providing tax planning and consulting services to financial firms, including hedge funds, private equity, mutual funds, insurance companies and banks. After that, she worked for 12 years at an alternative asset management firm, GCM Grosvenor, which invests in private equity, hedge funds, infrastructure and real estate. Eleni served in various roles in marketing, strategy, accounting and tax; her most recent role was managing the firm’s marketing department. She also co-led the firm’s networking group for women for two years.

Eleni has a master of science in accounting (MSA) from the University of Illinois at Chicago and a bachelor of business administration (BBA) in accounting from the University of Iowa. She holds FINRA Securities Registrations Series 7, 65 and 24. Eleni is also licensed in life and health insurance in the state of Illinois.

Eleni lives in Park Ridge, IL with her husband and three young children. She enjoys spending her free time playing tennis, practicing yoga/meditation, reading, traveling and being outdoors.

California Insurance License #: 4266592