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
Profile Photo
Elyse Foster
Senior Wealth Manager, Founding Principal, Chief Executive Officer & Chief Compliance Officer
Profile Photo
Jennifer Baham
Principal, Financial Planning Manager
MH
Matthew H.
Investment and Planning Analyst

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc