Umang Patel, ChFC®, CEPA,CLTC®

Commander
DISC Type : D

Financial Advisor at Pacific Advisors

Greater Sacramento, United States

Overview

Umang Patel is a Financial Advisor at Pacific Advisors, specializing in creating financial strategies for high-net-worth families and business owners, particularly in the hospitality industry. He focuses on optimizing wealth, tax reduction, and exit planning. Umang was recently recognized on the Forbes 2025 Top Financial Security Professionals Best-In-State List.

Originally from a small town in India, Umangs journey has taken him to New Zealand for his Bachelor of Design at Victoria University of Wellington, and then to the United States. He now lives in Folsom, California, with his wife and son, having been motivated to enter financial services by a passion for helping people understand their benefits.

His grandfather marched alongside Gandhi during the Salt March, instilling a deep appreciation for legacy and intention in his family.

Personality Overview

Decisive

Very Quick

Strong-Willed

They like to act fast and expect others to do the same.  They are not focused on building rapport and relationships. They like to be in a position where they can control the conversation and terms.

Topics They Care About

Generational Wealth
His practice is centered on helping families and business owners create clarity and protect what matters most across generations.
Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he helps business owners plan their transition with intention, aligning business, tax, and personal wealth strategies.
Hospitality Finance
He has a dedicated focus on working with hotel owners and hospitality entrepreneurs to plan their financial future and eventual exit.

Media Appearances

Umang has no verified media appearances

Work History

4-2016
Financial Advisor at Pacific Advisors
4-2015 - 1-2016
Financial Advisor at Edward Jones
4-2014 - 2-2015
Personal Banker at Wells Fargo

Education

Bachelor of Design from Victoria University of Wellington

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Sacramento, United States Job Level : N/A Designation : Financial Advisor at Pacific Advisors
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Insights For Selling To Umang

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Be respectful but crisp
  • Objectively showcase the impact that your product creates

DONT's

  • Don't try too hard to forge relationships with them
  • Avoid being too verbose
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Umang is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Umang

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Umang move?

  • They can take decisions very fast if you manage to convince them.
  • Can Umang take some risk or not?

  • The risks don’t matter much to them.

You And Umang

Personality Compatibility


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