Umang Patel, ChFC®, CEPA,CLTC®
Login to view DISC.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.
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