Shiv Patel

“You don't have to be great to start, but you have to start to be great”

- Zig Ziglar

Meet Shiv Patel

Shiv Patel was born and raised in New Jersey and attended Kean University. After college he began his financial services career in 2019 working for a Fortune 100 company. He joined the industry and immediately knew he wanted to build his business around protecting people. Shiv specializes in working with resident physicians and young professionals and educating them on the importance of protection planning. He takes pride in demonstrating  a personal level of engagement with his clients and spending time getting to know their goals both long and short-term.  In his spare time Shiv likes to travel and spend time with his dog Bruce and is a huge fan of the Giants and Yankees.