Reema Patel is both a Partner of Councilor, and Director and Chief Compliance Officer of Councilor Wealth. She draws on 15 years of experience in public accounting, closely supporting individuals, professionals, small business owners, and nonprofits.
Reema joined Councilor in 2014 and has made trust and patience her guiding principles while helping clients achieve their goals. She serves as a Director and the Chief Compliance Officer for the firm’s fee-only wealth management and financial planning arm, Councilor Wealth, where she uses her background as a Certified Financial Planner™ to help clients navigate retirement, asset accumulation/savings, insurance/risk management, estate/gifting/legacy planning, and maximizing cash flow strategies. With her years of experience as a CPA, she’s able to incorporate tax planning into her financial advisory work.
A graduate of the Greater Washington Society of CPAs’ Margaret DeBoe Leadership Development Program and Upstream Academy’s Emerging Leaders Academy, Reema’s management, communication, and leadership talents have been essential to Councilor’s success. As co-director of Councilor’s diversity and inclusion initiative, D-PATH (Diversity – Professional Accountants and Advisors Transforming the Horizon), she has also provided leadership and business development, networking, and empowerment programming for women and minority professionals throughout the firm.
