Lena Patel – Being a financial planner from an ethnic minority background

Financial Planner Life Podcast · Sep 2, 2021 · 42m · transcript

This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a female financial planner who is also from an ethic minority background, how we can encourage more people from these backgrounds into the profession and the importance of educating young people about money. Why is it such a taboo subject? Lena is such an inspirational character, not only is she the director of her firm but she also brings her community together through coaching and networking events.

We cover

Lena’s thoughts and experiences…