Rakesh Surendra Patel
Financial AdvisorPasadena Office:
975 South Fair Oaks Avenue / Pasadena, CA 91105 / 626.795.6874
Rakesh has worked in various capacities throughout his career, from operations and portfolio management to marketing, making him a versatile professional in the financial services industry since 2009. In his current role as Financial Advisor, Rakesh works with KWM clients to help them identify and pursue their personal, financial, and business goals while providing investment advice along the way.
Rakesh meets with clients to review portfolio strategy, account performance and market updates, while also addressing topics such as retirement planning, asset allocation and investment advisory services. He takes great pride in building long-term relationships with clients by delivering attentive, caring, accurate and timely service each day to support a positive client experience. Rakesh also collaborates with the team in analyzing portfolios and presenting investment strategies aligned with clients’ stated objectives.
Rakesh is a native of Southern California and holds a dual degree in economics and sociology from the University of California Los Angeles.
Outside the office, Rakesh loves to travel and experience new cultures. Some of his favorite hobbies include staying fit, reading about cars and technology, and spending time with friends and family.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
