
About Alpa
Alpa Patel is a Managing Director and the West Coast Head of Wealth Planning and Advice for the J.P. Morgan Wealth Management division of J.P. Morgan. In her role, she provides leadership and guidance to financial advisors and their clients across a wide array of planning strategies including trusts and estates, taxation1, business succession, philanthropy, stock option planning, retirement and education. Alpa draws on her extensive background to educate clients, share insights, convey best practices and impart thought leadership ideas that inform the development of tailored and individualized plans. The author of numerous white papers, she is skilled at explaining sophisticated issues in a structured and well-reasoned manner. Alpa believes that the careful consideration of wealth planning strategies should function hand-in-glove with investment management to help address the totality of each client's financial picture. In addition to English, Alpa is fluent in both Hindi and Gujarati. She is a graduate of San Francisco State University and holds a B.A. degree in Broadcast Communications. Alpa earned a J.D. degree from Golden Gate University School of Law on a merit scholarship. She holds an LL.M. degree in taxation with honors from the same institution and is a member of the State Bar of California. Alpa served at leading law firms as an attorney focused on corporate and charitable formation and on tax and estate planning for high-net-worth individuals, trust and estate litigation and forensic accounting. In 2004, she segued into financial services at Credit Suisse as the West Coast Head for their Wealth Planning Group, and was a frequent presenter to Silicon Valley corporate executives and charitable institutions and presented at Fortune's Most Powerful Women Summit on the topic of "Women, Wealth & Children". Alpa moved to Barclays as a Director in its Wealth Advisory Group and transitioned with her team to Stifel upon their acquisition. She joined J.P. Morgan in 2017, drawn to the firm's mission to provide holistic wealth management.
Insights

The SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
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January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read Now
The SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Debt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Philanthropy trends today: 3 ways to supercharge your impact
January 19, 2023Giving strategies we’re seeing around the world might inspire you.Read Now
10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read Now
Why semiconductors could be the comeback kings of 2023
January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read Now
New year, new perspective (on your financial future)
January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Inflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read Now
When it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read Now