Aanal Patel Financial Planning Resource Department Senior Associate

Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our financial team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Aanal Patel

Financial Planning Resource Department | Senior Associate

Aanal Patel is a Senior Associate at Diamond State Financial Group. Aanal’s role is to service all of DSFG’s Financial Planning clients. She will work with the Financial Advisors to help organize clients, develop action steps and monitor them to their completion.

Contact Aanal

Aanal Patel Client Service Associate - Financial Planning

Education

Aanal graduated from Campbell University with a Bachelor of Science degree in Computer Science/Computer Information Systems. She has over 6 years of working experience in the Insurance Industry and has her Life/Health Insurance License.

Community

Aanal volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. She is committed to our community through fundraisers, outreach and support to make a lasting difference.

Personal

In her free time, she enjoys traveling, cooking, working out and spends most of her time with her son, Krish.