In 2010, Prem Patel founded GreenRock Advisory, an independent firm within the Schwab Advisor Network, serving affluent clients nationwide. As a registered investment adviser and fiduciary, Prem enjoys forging lifelong relationships with clients, delivering personalized, unbiased guidance to help them achieve their financial goals.
With 30 years of personal investment experience, he draws on his Series 65 license, MBA from The Ohio State University Fisher College of Business — specializing in investments, finance and economics — and deep study of financial history to sharpen his market insight.
Prem’s career began as a pharmacist, instilling a people-first mindset he carried into diverse corporate leadership roles. This blend of strategy and empathy shapes his wealth management approach.
Also an educator, he supports local schools and teaches financial literacy to kids in grade school. Through market insights shared with his network, his writing offers readers practical strategies for long-term success.
Email: prem@greenrockadvisory.com | Website: www.greenrockadvisory.com
LinkedIn: www.linkedin.com/in/premgreenrock
