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Ashish Patel
Vice President, Wealth Advisor
East Palo Alto, CA
Ashish Patel
Vice President, Wealth Advisor
East Palo Alto, CA
Passionate about education, he has helped host many educational events, including an annual Women’s Investment Seminar Brunch.
Focused on helping clients and their families build and maintain generational wealth and brings extensive experience as a wealth advisor and financial planner. In addition, Ashish has extensive experience in investments, serving as a member of the investment committee at his previous firm.
Prior to its partnership with Lido in 2025, he served as a Wealth Advisor at BluePointe Capital Management. Previously worked at First Command Financial Services as an investment advisor representative and a registered representative to clients.
Enjoys teaching and mentoring college students and recent graduates on financial literacy and planning. Previously was a leader in the U.S. Department of Defense for more than 15 years before switching over to the financial services industry.
- B.S., Mechanical Engineering, University of California, Berkeley
- M.B.A., Texas A&M University, Commerce
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