Sonish Patel is an Associate on AdvicePeriod’s advisory team, where his primary focus is working with advisors in all aspect of client management.
Sonish has spent over sixteen years in the financial services industry working in a variety of roles which include client services, investment management, and financial planning for high net-worth individuals and families. Prior to joining AdvicePeriod, Sonish spent seven years as Wealth Management Associate and minority partner for Stonehaven Financial Group, a boutique firm where he provided comprehensive support to two advisors in fulfilling their business objectives.
Sonish earned a bachelor’s degree in Finance from California State University and holds the Financial Industry Regulatory Authority (FINRA) Series 66 license. When Sonish is not in the office, he spends his time enjoying sports, cooking, watching movies, and most importantly, watching his LA Kings.