With 16 years of experience in financial services, Rovin Patel excels in building deep, trusting relationships with clients, offering a family-like experience that goes beyond financial advice. His approach is rooted in truly connecting with each client, understanding their unique needs, and providing personalized, comprehensive financial solutions. Rovin believes that strong relationships are the foundation for long term success, and he is committed to guiding clients and their families with empathy, care, and unwavering support, making their financial journey as seamless and reassuring as possible. 

Rovin has built a strong foundation in working with retail and institutional clients. His expertise spans wealth management, financial consulting, and investment advising, having served in roles at firms such as J.P. Morgan and Fidelity Investments. 

Rovin graduated from DePaul University with a bachelor’s degree in commerce, majoring in finance. He holds FINRA Series 7, 63, and 65 registrations, in addition to his Illinois Insurance License. He enjoys coaching soccer, basketball, and supporting charities that provide resources to underprivileged communities. Rovin lives in Schaumburg, Illinois with his wife and two children.