Edward Jones / Haresh Patel

Haresh Patel is a Financial Advisor with Edward Jones in Westlake Village, specializing in comprehensive wealth strategies, executive compensation, business succession, & exit planning. A long-time Conejo Valley professional, Haresh brings more than 30 years of executive leadership and operational experience to his practice. His background includes technology startup, a distinguished 25-year career at Amgen, and advisory work supporting private equity investments in middle-market IT services firms.

Having managed multimillion-dollar corporate programs and complex compensation structures firsthand, Haresh helps families, corporate leaders, and business owners pursue their long-term financial goals. He works closely with clients to develop disciplined, customized strategies that consider risk, tax implications, estate planning, and legacy objectives.

Outside the office, Haresh enjoys spending time with his family, cooking, and supporting community initiatives in the Conejo Valley.