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292 S Main St Ste 300
Alpharetta, GA 30009-1950
(678) 202-0490

Manish Patel CFP®, FSA

Private Wealth Advisor

Manish started BluePrint Private Wealth Management to help clients create investment opportunities that allow them to achieve their financial goals, protect their wealth and leave behind a financial legacy – a blueprint – for their families.

Manish was born and raised in England and moved to the U.S. in 1990. He spent more than 20 years as an advisor at Ameriprise Financial Services, earning his CFP® designation a decade ago. Prior to a career as an advisor, Manish was an actuary at Ernst & Young and achieved his goal of becoming a Fellow of the Society of Actuaries by the age of 30. He earned his bachelor’s degree from Georgia State University in 1994.

While working as an actuary, Manish began using his knowledge and experience to provide pro bono financial services to friends and family in his spare time. He found that he loved going through tax information to find ways to help others save money. And it was clear they needed advice free from conflicts – on taxes, insurance, investments and other financial matters – not from a salesperson. That’s when Manish realized it was time to transfer his love of numbers, business and investing from actuarial services to a career in financial advice.

He uses the same personal approach with clients that he has for many years with friends and family. Trust is imperative to his practice. Manish strives for his clients’ success, seeking to help action-orientated individuals design a plan and work the plan, with flexibility to make adjustments along the way. He calls every client during unsettling market environments to talk through their options and goals. He believes every investor deserves a personal experience.

Manish is also passionate about bringing financial education to the next generation. He is involved in mentoring and nonprofit financial education services in the Atlanta area; and providing classes on his own to instill financial values within all generations of families.

Manish is married to Jilka and together they have two teenagers, Karina and Krish, and recently added puppy Laiya to the family. He enjoys spending time with them at their sports events, encouraging them to have good health and purpose.