
Jasmine Patel
Financial Planner & Trading Educator
MBA & CFA certified expert bridging active trading and fiscal responsibility
Jasmine is a professional financial planner turned trader-educator who seamlessly bridges active trading and fiscal responsibility. With an MBA focused on wealth planning and CFA certification, she specializes in practical tutorials—from using chart platforms to tracking trade performance and preparing for tax season.
Her unique approach combines traditional financial planning principles with modern trading strategies, helping traders understand not just how to trade, but how to manage their trading business as a sustainable financial endeavor.
Areas of Expertise
Financial Planning
Wealth Management
Chart Platform Tutorials
Trade Performance Tracking
Tax Preparation
Risk Management
Trading Business Setup
Portfolio Management
Recent Articles by Jasmine Patel
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