Aanal Patel

Client Service Associate - Financial Planning

Aanal Patel is an Associate at Diamond State Financial Group.  She graduated from Campbell University with a Bachelor of Science degree in Computer Science/Computer Information Systems.  She has over 6 years of working experience in the Insurance Industry and has her Life/Health Insurance License.

Aanal’s role is to service all of DSFG's Financial Planning clients.  She will work with the Financial Advisors to help organize clients, develop action steps and monitor them to their completion. 

In her free time, she enjoys traveling, cooking, working out and spends most of her time with her son, Krish.