CoverProfile

Bela Patel

Owner

Harbor Wealth Management

United States, Florida, West Palm Beach

About Me

Bella is a Empowerment Specialist, she is a wealth manager, author, life coach and seminar speaker. She conduct her own workshops, seminars & coaching programs. Her professional background includes the designations of being a Certified Public Accountant, Litigation Consultant, Certified Personal Trainer, Interior Designer, Realtor, Mortgage Broker and Real Estate Investor. All of those professions have been stepping stones that have led her to find her true mission, which is to empower people to create the beautiful life of their dreams on purpose and by design.

Profile Information

Owner

Harbor Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

West Palm Beach

Florida

United States

Feb 21, 2025

More profiles to browse

JL
John Luse
Investment Manager
TT
Trevor Tuthill
Investment & Planning Analyst
Profile Photo
Megan Miller
Chief Investment Officer
Profile Photo
Elyse Foster
Senior Wealth Manager, Founding Principal, Chief Executive Officer & Chief Compliance Officer

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University