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Ivan's Circle

Ivan's Circle

Neil Patel

Office Telephone: (424) 488-3566

Email: Neil(at)InsigniaMortgage(dotted)com

Neil Patel is a licensed California CPA with extensive background in tax accounting for high net worth individuals. He attended the University of California San Diego and attained a degree in Economics with an Accounting minor. Neil’s professional experience with complex financials is an enormous benefit to clients when structuring loans for high net worth individuals looking for the right loan for their unique situation.

· Specialize in underwriting loans for self-employed borrowers and real estate investors

· Create unique loan solutions for borrowers with complex financials and tax returns

· Understanding of complex vesting structures: Irrevocable trust, revocable trust, LLC’s and Limited Partnerships

· Ability to read foreign tax returns and knowledge on how various countries tax systems operate

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