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Financial Advice

to Suit Your Busy Lifestyle

We know firsthand the challenges entrepreneurs and professionals face. At WealthWorth, we offer financial advice informed by years of experience not only working with these types of clients but also as business owners. We use our insights and resources to help clients proactively plan and think strategically about their financial future. We bring efficiency, trust, and authenticity to each client relationship and pride ourselves on working hard for our clients so they can enjoy their wealth garden.

The WealthWorth Team

CEO, Founder, Wealth Advisor

Chitra Patel, CFP®, CPWA®, MBA

Chitra is the Founder and CEO of WealthWorth. She focuses on empowering clients to achieve their desired WealthWorth.   She defines “WealthWorth™” as the money you need for yourself, your family, and your community.  In addition to having over 20 years of experience in the financial services industry, Chitra is also a CERTIFIED FINANCIAL PLANNER and a Certified Private Wealth Advisor®.

Prior to founding WealthWorth, Chitra had a successful career in private banking and wealth management at one of the largest financial institutions in the United States. She specialized in helping high-net-worth clients’ by deeply listening and having thoughtful conversations to clarify their life and financial goals and developing a plan to help achieve them.  Chitra decided to launch her own firm to be able to provide clients more focus on advice and service over the typical sales culture of larger institutions.

Chitra earned her bachelor’s degree in Management from the Georgia Institute of Technology, her MBA from Mercer University, and has completed advanced wealth management certifications from the University of Georgia and Yale University.

In addition to her client involvement, Chitra is married and the mother of two kids.  She is also passionate about serving the community. Chitra is involved in TiE, Tech Alpharetta, and South Asian Working Moms. She loves spending time with friends and family, traveling, trying new restaurants, playing tennis, and cheering for all of her Atlanta sports teams.

CFO

Jay Patel, MBA

Jay is the CFO of WealthWorth.   He is also a Franchise Consultant with The You Network.

Jay is a former franchisee, most recently with Supercuts, where he built an 18-store portfolio that he successfully sold to a national multi-concept franchisee. While at Supercuts, Jay was named Franchisee of the Year, served as the marketing representative for his local market, and was a member of an internal advisory board that onboarded and mentored new franchisees. Jay has a deep understanding of the steps necessary for successful franchise ownership, from initial due diligence and franchise agreement execution to organizational management, organic and acquisitive growth, lease agreement analysis, and successful exiting.

Prior to his franchisee career, Jay held pivotal roles as a Finance Business Partner for renowned companies like United Parcel Service and Global Payments. In these positions, he was entrusted with full P&L management, including budgeting, forecasting, planning, and reporting for several global business units. His financial acumen and strategic planning skills were instrumental in the success of these units.

Jay’s academic journey is equally impressive. He earned his bachelor’s degree in Economics and Management from the prestigious Georgia Institute of Technology. He further honed his skills by obtaining a master’s degree in Business Administration, with a focus on Finance and Risk Management, from Georgia State University.

Jay is actively involved in the community, serving several organizations, including First Tee and Angels in Disguise. He loves spending time with friends and family, traveling, trying new restaurants, and playing golf. Jay also enjoys cheering for Atlanta-based teams and is a huge Alabama Crimson Tide fan.

Executive Assistant

Ilzi Paz

Ilzi is the Executive Assistant for WealthWorth.  She is a Georgia native and started out her career in early childhood education. With a strong foundation in leadership, project management, and strategic communication, she brings a unique skillset honed over years of experience in developing curricula, coordinating teams, and driving results in educational settings. Known for her adaptability, analytical thinking, and commitment to continuous learning, Ilzi is excited to contribute her diverse skill set to the WealthWorth community.

 

Ilzi enjoys traveling, immersing herself into the respective cultures she visits, as well as language exploration. She also loves spending time with friends and family, and exploring all Atlanta has to offer.

Financial Advice

to Suit Your Busy Lifestyle

We know firsthand the challenges entrepreneurs and professionals face. At WealthWorth, we offer financial advice informed by years of experience not only working with these types of clients but also as business owners. We use our insights and resources to help clients proactively plan and think strategically about their financial future. We bring efficiency, trust, and authenticity to each client relationship and pride ourselves on working hard for our clients so they can enjoy their wealth garden.

The WealthWorth Team

CEO, Founder, Wealth Advisor

Chitra Patel, CFP®, CPWA®, MBA

Chitra is the Founder and CEO of WealthWorth. She focuses on empowering clients to achieve their desired WealthWorth.   She defines “WealthWorth™” as the money you need for yourself, your family, and your community.  In addition to having over 20 years of experience in the financial services industry, Chitra is also a CERTIFIED FINANCIAL PLANNER and a Certified Private Wealth Advisor®.

Prior to founding WealthWorth, Chitra had a successful career in private banking and wealth management at one of the largest financial institutions in the United States. She specialized in helping high-net-worth clients’ by deeply listening and having thoughtful conversations to clarify their life and financial goals and developing a plan to help achieve them.  Chitra decided to launch her own firm to be able to provide clients more focus on advice and service over the typical sales culture of larger institutions.

Chitra earned her bachelor’s degree in Management from the Georgia Institute of Technology, her MBA from Mercer University, and has completed advanced wealth management certifications from the University of Georgia and Yale University.

In addition to her client involvement, Chitra is married and the mother of two kids.  She is also passionate about serving the community. Chitra is involved in TiE, Tech Alpharetta, and South Asian Working Moms. She loves spending time with friends and family, traveling, trying new restaurants, playing tennis, and cheering for all of her Atlanta sports teams.

CFO

Jay Patel, MBA

Jay is the CFO of WealthWorth.   He is also a Franchise Consultant with The You Network.

Jay is a former franchisee, most recently with Supercuts, where he built an 18-store portfolio that he successfully sold to a national multi-concept franchisee. While at Supercuts, Jay was named Franchisee of the Year, served as the marketing representative for his local market, and was a member of an internal advisory board that onboarded and mentored new franchisees. Jay has a deep understanding of the steps necessary for successful franchise ownership, from initial due diligence and franchise agreement execution to organizational management, organic and acquisitive growth, lease agreement analysis, and successful exiting.

Prior to his franchisee career, Jay held pivotal roles as a Finance Business Partner for renowned companies like United Parcel Service and Global Payments. In these positions, he was entrusted with full P&L management, including budgeting, forecasting, planning, and reporting for several global business units. His financial acumen and strategic planning skills were instrumental in the success of these units.

Jay’s academic journey is equally impressive. He earned his bachelor’s degree in Economics and Management from the prestigious Georgia Institute of Technology. He further honed his skills by obtaining a master’s degree in Business Administration, with a focus on Finance and Risk Management, from Georgia State University.

Jay is actively involved in the community, serving several organizations, including First Tee and Angels in Disguise. He loves spending time with friends and family, traveling, trying new restaurants, and playing golf. Jay also enjoys cheering for Atlanta-based teams and is a huge Alabama Crimson Tide fan.

Executive Assistant

Ilzi Paz

Ilzi is the Executive Assistant for WealthWorth.  She is a Georgia native and started out her career in early childhood education. With a strong foundation in leadership, project management, and strategic communication, she brings a unique skillset honed over years of experience in developing curricula, coordinating teams, and driving results in educational settings. Known for her adaptability, analytical thinking, and commitment to continuous learning, Ilzi is excited to contribute her diverse skill set to the WealthWorth community.

 

Ilzi enjoys traveling, immersing herself into the respective cultures she visits, as well as language exploration. She also loves spending time with friends and family, and exploring all Atlanta has to offer.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Justin Schoepf

Manager of Advisor Technology Solutions

Business Support

As investment professionals, WealthWorth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Director of Finance & Human Capital

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Justin Schoepf

Manager of Advisor Technology Solutions

Resource Partners

Resource Partners