About Us
Let’s get started planning for the retirement you deserve. Schedule your no-obligation appointment and review with us today!
About Our Team
We are a team of professionals dedicated to helping you reach your goals.
Rushi Patel
Rushi was raised in central New Jersey, where he continues to reside with his wife, Sonal, and their daughters, Zoya and Vera. Rushi is a seasoned financial professional with over 18 years of experience in the investment industry.
He began his career as a financial advisor before developing and managing his own hedge fund. Today, he focuses exclusively on wealth management and insurance services, helping clients protect, grow and plan for their financial futures with confidence.
Over his career, Rushi has managed a portfolio exceeding $400 million in assets under management, providing expert guidance to individuals and families seeking financial security.
When Rushi isn’t conquering the world of financial data, you’ll likely find him exploring. His favorite destinations have been Iceland and Finland, where he was mesmerized by the mystical Northern Lights. Next on his bucket list? He hopes to make it to Patagonia and Antarctica. He’s already marked off another adventure: completing a 14-day trek to Mount Everest Base Camp! Other interests include dancing, photography and enjoying his role as a girl dad.
Get To Know Us
Liora Burk
Liora is often the first friendly voice and guiding hand our clients experience. She plays a key role in ensuring every appointment, seminar and client interaction runs smoothly — from scheduling consultations to coordinating educational events designed to support your financial journey.
Liora is known for her organization, attention to detail and genuine care for each individual she works with. She takes pride in creating a welcoming, stress-free experience so clients feel comfortable, informed and supported every step of the way.
In her free time, Liora enjoys traveling, taking her dog on walks and spending time with family and friends.
Shefali Singh
Shefali plays an integral role in creating a seamless and welcoming experience for every client.
Known for her warmth, professionalism and client-focused approach, Shefali supports all areas of client relations — whether working directly with clients or coordinating with carriers to ensure financial planning and assets under management are handled smoothly and efficiently. She takes pride in building strong relationships and helping clients feel supported, informed and confident throughout their journey with Fairbridge.
In her free time, Shefali enjoys spending time with family and friends.