Hiren Patel

Hiren joined Oppenheimer in 2021, as an Executive Director, with over 10 years of experience. He serves a broad range of clients, including business executives, entrepreneurs, and other professionals and their families, and enjoys connecting with them on a personal and professional level.

Drawing from a vast array of services to help them simplify and better organize their financial lives, he helps clients look at the big picture, so all of the pieces of the puzzle work together in harmony. To accomplish this, clear and transparent communication with clients is critical. A strong proponent of financial education, he takes the time to translate complex principles of investing and finance into digestible concepts.