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Jinit Patel, MD

Jinit Patel, MD

Director of Physician Education

Dr. Jinit Patel is an Emergency Medicine Physician and Financial Advisor who combines his medical background with his ongoing pursuit of knowledge in the financial services field. He provides clients with comprehensive guidance on financial wellness, utilizing innovative strategies to help them achieve their long-term goals. As Director of Physician Education, he regularly presents to residency programs and training institutions on financial literacy for physicians.

Dr. Patel’s experience as an MD makes him an asset to the Twin Oak team and our clients as he has first-hand experience with the unique education, training, and career path of a physician and the financial concerns faced throughout.

Enrolled in the Certified Financial Planner (CFP) program, Dr. Patel continuously enhances his expertise and knowledge of financial services, staying ahead of industry trends to provide clients with effective and up-to-date strategies. His blend of medical proficiency and financial acumen makes him an invaluable asset to our team.

Outside of his professional pursuits, Dr. Patel enjoys spending time with his family. His wife, also a physician, shares his commitment to making a positive impact on people's lives. They reside in Houston, TX with their two wonderful children.

Jinit is a registered representative and investment advisor representative of Cetera Advisor Networks LLC.