Devin Patel is a Licensed Insurance Professional at The Hidden Wealth Solution. He is our resident Investment Advisor Representative. In this role, he acts as a fiduciary for our clients, helping them structure institutional portfolio’s with as little as $25,000, giving them the opportunity to earn returns as if they were a $10 million institution or endowment. Devin is also a Certified Tax Master Strategist with Financial Gravity, helping business owners save an average of $21,000 a year in taxes.
Devin graduated from the University of South Florida, earning a Bachelor’s of Science in Finance. He was a member of the USF Men’s Golf Team, garnering Big East Player of the Week honors and a spot on the Big East Conference Commissioner’s Honor Roll.