Nisu M Patel, RICP®

Financial Advisor

Personal

Nisu Patel

As a first-generation American and child of immigrants, I learned the lesson of hard work at an early age. Since then, I strived to own my own business and find a way to make a true impact in people's lives. I love people, community and seeing people succeed. My role as financial advisor allows me to enjoy the things I love most everyday and I hope to help others do the same.

This journey started when I joined the top-tier internship program for Northwestern Mutual as a sophomore in college where I was one of the top 5 interns in the company's history. From there I continued to build my own practice into what it is today. One of the most impactful moments in my career, was when my uncle bought a life insurance policy and eventually wanted to cancel it. I convinced him not to and one year later he suffered a major heart attack followed by a heart transplant. This is when I realized how important this planning work is.

I am intentional with my clients and continuously challenge them to do what's best for them and their goals. This approach has led me to reach Northwestern Mutual's elite Forum status reserved for the top 2% of all advisors at age 25, the youngest advisor ever in Alabama and second youngest in the country. Now I mentor other next-generation advisors to help be successful in their own practices.

 

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