Sagar Patel is a financial professional with TruOak Financial Partners who brings nearly two decades of commercial banking experience to his work with clients. Throughout his career, he has helped individuals and business owners navigate important financial decisions, giving him a practical understanding of the opportunities and challenges they face.
Sagar works primarily with business owners, medical professionals, and families who want greater clarity and confidence about their financial futures. His approach begins with listening and understanding what matters most to each client. From there, he helps develop personalized strategies focused on retirement solutions, tax-efficient strategies, life and disability insurance, and business succession.
As a business owner himself, Sagar understands that personal and business finances are often closely connected. He is passionate about simplifying complex financial topics and helping clients take meaningful action toward protecting what they have built, preparing for retirement, and creating a lasting legacy for their families.
Before entering the financial-services industry, Sagar spent 19 years in commercial banking, where he worked closely with entrepreneurs and established businesses. He is insurance licensed in Georgia.
Sagar lives in North Georgia with his wife and family. Outside of work, he enjoys spending time with his family, staying active, being outdoors, and remaining involved in his faith and local community.