Sonali Patil

Sonali is a licensed insurance advisor dedicated to helping families build secure financial futures through personalized retirement plans and insurance solutions. With a strong foundation in life and health insurance, her career began in 2001 with the Life Insurance Corporation of India, where she focused on serving rural and economically disadvantaged communities. After moving to the U.S., she continued her mission in the financial services industry, drawing on her background as a teacher to connect with clients and understand their needs. In 2024, she partnered with Richard Becker and Texas Retirement Planners to expand her outreach. Passionate about financial education and community involvement, Sonali actively supports local events, cultural exchange, and initiatives that empower individuals and small businesses.