Our Qualifications

Krisna Patel, CFA

A graduate of Indiana University with a bachelor's degree in Public Finance, I started my own firm Om Wealth Management in 2007.  Having worked as a financial advisor since 2002, I wanted to help clients in a holistic manner plan for their financial futures.  As an independent Investment Advisor Representative and CFA charterholder I am able to offer my clients more than one solution, and help them navigate the many options they may have.  I am dedicated to developing lasting relationships with all my clients and believe in helping you assess your financial goals and options while participating in the management of your finances. I currently hold Series 6, 7, 26, 63, 65 licenses, and hold the CFA charter.

One of the many benefits of working with me is my ability to provide clear, easily understood explanations. The personalized program that I can provide is a roadmap to working toward a more secure financial future.