Rahul Patel

Since 2020 Rahul has dedicated his career to helping individuals and businesses achieve their financial goals through innovative and personalized planning.
Prior to Capstone Financial Partners, Rahul held roles at various at financial institutions.


At Capstone Financial Partners, Dillon and Michael specialize in comprehensive financial planning, including asset management, risk management, and estate planning. Rahul’s holistic approach ensures that each client receives tailored solutions that align with their unique needs and aspirations.


Outside of work, Rahul enjoys sports, outdoors activities, reading