Alap Patel in

Alap Patel

Login to view DISC.
Wealth Management Advisor at Northwestern Mutual - Chicago
📍 Greater Chicago Area, United States

Alap Patel is an award-winning Private Wealth Advisor and a founder at Four Oak Financial with Northwestern Mutual, where he has worked since 2006. A graduate of the University of Illinois at Urbana-Champaign, he holds CFA® and CFP® designations and was recognized by Forbes as a Top Next-Gen Wealth Advisor.

Outside of work, Al is driven by his family—his wife, Amanda, and their two sons. He is a passionate world traveler who has been on an African safari and visited the Galapagos Islands. He is also an avid bowler and a huge fan of the Chicago Cubs.

Unique fact: A devoted Cubs fan, he has had the honor of throwing the ceremonial first pitch at Wrigley Field twice.

Read the full overview →
Experience
19 Years
Current Role
Wealth Management Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Alap shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Alap cares about

Wealth Management
As a Forbes-recognized advisor with CFA and CFP certifications, he specializes in comprehensive wealth management for his clients.
Family Finances
His content emphasizes helping couples and families have open and frequent communication about their financial goals and future.
+6 more topics Login to view topics
Career

Work history

11-2006
Wealth Management Advisor
Northwestern Mutual - Chicago
11-2005 - 6-2006
Trader
TransMarket Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2001 - 2005
Bachelor’s Degree
University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Alap. Free, 10 seconds.