Ashish K. Patel, CFP®, CIMA®
Financial Advisor / President
Ashish K. Patel, CFP® CIMA®, is the President and Financial Advisor of Ethos Wealth Planning. Working directly with clients, Ashish creates and orchestrates comprehensive planning strategies in support of short- and long-term goal achievement.
As the only profession he ever imagined pursuing, Ashish graduated with his Bachelor’s degree in Finance and Marketing and promptly began a career in financial services. Constantly seeking ways to better himself professionally, Ashish became a CERTIFIED FINANCIAL PLANNER (CFP®) professional, a Certified Investment Management Analyst (CIMA®), and obtained his Series 7 & 66 securities licenses. These elite industry designations position him to serve the best interests of his clients at all times. Sworn to uphold the fiduciary standard of care, Ashish takes this duty and privilege seriously.
Ashish is a proud native Houstonian with no plans to ever leave. He and his wife live in a nearby suburb with their infant son, Niyam. Outside of the office, Ashish enjoys playing basketball, gardening, and reading up on finance and astronomy.