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Micah Patel, FPQP™

Micah Patel, FPQP

Customer Relations Manager

Micah Patel joined the team as an intern in October of 2017 and officially joined full time as Client Relations Manager in January of 2018.

Micah graduated from William Paterson University in May of 2017. She received her B.S. in Financial Planning from the Cotsakos College of Business where she took courses such as personal finance, retirement planning, and investment planning. These courses, along with her love for people, encouraged her to pursue a career in financial planning.

She earned her Financial Paraplanner Qualified Professional™ designation in 2018 and is eager to gain more training and experience as she furthers her education.

Micah resides in Wood Ridge, NJ with her husband Sangit whom she married in September 2019. Both her and her husband are active in their church The Chapel in Lincoln Park, NJ serving as volunteers for different ministries.

In her free time, she enjoys playing cello or singing with her family. She also enjoys working on calligraphy and other hand lettering projects for social media or private events.