Punit Patel

Punit is a Wealth Protection Architect and the Mortgage Expert at The Hidden Wealth Solution. He has obtained his Insurance License to offer Life, Health, and annuity products and he also holds a Mortgage License. Punit graduated from the University of South Florida, in Tampa with a Bachelor’s of Science in Finance.

Punit specializes in Retirement Protection and has recently partnered with a bank to offer Equity Optimization strategies to our clients. He teaches our clients how to use vehicles such as Cash-Out Refinancing and Reverse Mortgages that utilize the equity in their homes, saving thousands in interest payments. Talk to Punit about your customized Equity Optimization plan today!

State License – W324547
NMLS – 1551915

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