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Aisha Patel

Aisha Patel

Small Business Adviser
Small Business Adviser

About Aisha

Helps owners of restaurants, shops and trades build simple, healthy finances.

Aisha works from our Denver office and meets clients in person or by video. Outside work, Aisha volunteers with a free tax clinic for low-income families every spring.

The best financial plan is one you understand well enough to follow.

16 yrsExperience
260Active clients
4.9Client rating

Specialties

  • Tax planning
  • Business owners
  • Retirement income
  • Cash-flow planning

Education

  • Certified Public Accountant (CPA)
  • MS Accounting, University of Colorado

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