HIREN PATEL

Hiren joined Oppenheimer in 2021, with nearly ten years’ 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 communications 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.

Hiren finds the most effective wealth management strategies begin with each clients’ goals and concerns, and helping them to prepare for likely and unlikely circumstances. Putting each client’s core values at the center of his efforts is both a priority and a passion. He also believes that exploratory discussions with clients are not a “one-time event” – and that as life unfolds, strategies must adjust accordingly to help clients stay on track toward their goals.

Hiren earned a bachelor’s degree in Biology from Ohio State University. He resides in Dallas with his family. He currently serves as Board President for the Gay and Lesbian Fund for Dallas and sits on the board for the SPCA of Texas. His hobbies include traveling, cooking, playing golf, and volunteering.