Ashish Patel is a wealth advisor and financial planner with experience in the hospitality/tourism industry, having worked with the Small Business Administration to facilitate 1,031 exchanges. Prior to BluePointe Capital Management, he served as an investment advisor representative and registered representative to clients of First Command Financial Services, a Texas-based broker-dealer. In addition to his investment advisory experience, Ashish is well versed in life insurance products and serves as a life insurance agent in California. He has acted in a fiduciary capacity throughout his financial career, ensuring that his recommendations are made in the best interest of his clients. Ashish