Rohan Patel, CPFA®

Rohan Patel serves as Vice President at OpenArc Corporate Advisory, specializing in Corporate Concierge Services. With a distinguished record of advising executives and high-net-worth individuals, Rohan provides expertise in wealth management, retirement planning, and equity compensation strategies. He combines fiduciary responsibility with practical insight, consistently seeking to simplifying complex financial matters and delivering clear, actionable recommendations.

Rohan is committed to fostering trust and delivering customized solutions that enable clients the opportunity to achieve enduring financial success. He holds a CPFA® designation, degree in Business Administration and maintains Series 7 and 66 licenses, underscoring his dedication to professional excellence.