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Hiral Patel, CFP, MBA

Hiral Patel, CFP®, MBA

Hi, I'm Hiral!


I have over a decade of experience in the financial services industry which includes relationship management, team building, and project management. I have worked for several banks and financial institutions. I am a CFP® professional and hold an MBA degree in business administration. 

My years of relationship management have given me the needed core experience to effectively support the families here at Clarity Financial Design.

When not working, I enjoy spending time with my daughter and my husband, traveling, exploring food, and planning for our next vacation.

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