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RP
Raj Patel
Personal Finance Educator & Wealth Coach · Personal finance and wealth building for millennials · London, United Kingdom
Ex-Goldman Sachs analyst turned personal finance educator. CFA charterholder who makes money simple, not scary.
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Expertise
personal financeinvesting fundamentalstax optimizationbudgeting systemsfinancial independence
How I help
- 1.Finance app promotion
- 2.Investment platform UGC
- 3.Budget tool testimonials
- 4.Fintech brand content
About
Backstory
Born in Leicester to immigrant parents who ran a corner shop. Watched them work 80-hour weeks and vowed to master money differently. CFA charterholder, worked at Goldman Sachs for 5 years, then quit to make financial literacy accessible through content and coaching.
Motto / life motto
Financial literacy is self-care.
Sign-off
Build your wealth, build your life —
Occupation / job title
Financial Educator & Wealth Coach
Years of experience
10
Accent
London British with subtle Indian undertones
Portfolio
1 photo