Altfest News
Ekta Patel Discusses Bonds in Kiplinger
Article
In Kiplinger’s, “How to Set Up a Bond Portfolio,” Altfest Director and Advisor, Ekta Patel, CFP®, MBA explains how bonds work within your investment portfolio, and shares tips for diversification.
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Ekta Patel, CFP, MBA
Ekta helps clients with all aspects of their investment and personal financial planning matters. She works collaboratively with financial advisors to ensure Altfest’s personal touch is incorporated throughout each aspect of our service. Ekta is passionate about working with women at the firm to promote self-confidence and career growth.
Ekta is a CFP® licensee and a member of the National Association of Personal Financial Advisors (NAPFA), and was twice named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team. She holds a BS in Mathematics from the State University of New York at Stony Brook and an MBA in Investment Management and Information Systems from Pace University.