Junior Advisor

Born and raised in Georgia, Sejal Patel grew up with a passion for aiding others, which eventually led her to become a financial advisor. Committed to continual growth, she joined Wealth Retirement Solutions to expand her knowledge and product line alongside a community of trusted advisors. Sejal is devoted to staying well-equipped to effectively serve her clients and provide invaluable support for the management of existing client relationships.

She currently holds a Bachelor of Business Administration in Finance from the J. Mack Robinson College of Business at Georgia State University in Atlanta. During her university years, she actively shadowed seasoned financial professionals, such as Ace Kuklin and her father, which fueled her ambition to become a valuable resource in the field. She obtained her SIE (Securities Industry Essential) in 2020 and, upon graduation, secured her Series 7 and Series 66 licenses, as well as licenses for Life, Accident, and Sickness Insurance, and Variable Annuities in 2023.