Nilesh Patel is the Managing Partner of RDR Financial Group and has over 26 years of experience helping individuals, families, and businesses develop and implement strategies to meet their insurance, retirement, and investment goals. With a client-centered approach and a commitment to excellence, Nilesh focuses on creating financial strategies that align with each client’s unique goals and values.
A graduate of DePaul University, where he earned honors in Actuarial Science, Nilesh began his financial services career with New York Life Insurance Company in 1999. From 1999 to 2003, he served as an advisor before moving into management from 2003 to 2013. During this time, he successfully recruited, developed, and mentored individuals who went on to establish successful practices and leadership careers within the industry.
Originally from India, Nilesh holds a Diploma in Instrumentation Engineering and helped manage his family’s business before relocating to the United States in 1991. Today, he resides in South Barrington with his wife, Devanshi, and their daughters, Ruhi and Raahi.
Outside of work, Nilesh enjoys golfing, bowling, and playing cricket. He remains active in his community through volunteer work and social organizations. Guided by his belief that “You can have anything in life as long as you help enough people get what they want in life,” Nilesh’s philosophy reflects his lifelong dedication to helping others achieve financial confidence and success. He also believes strongly that “You can’t build a reputation on what you are going to do,” a mindset that has shaped his approach to both business and life.
Nilesh continues to expand his expertise through ongoing education and holds the Chartered Leadership Fellow® (CLF®) and Chartered Retirement Planning Counselor® (CRPC®) designations from The American College and the College of Financial Planning, respectively.
