As a Partner of Premier Path Wealth Partners, Patrick works closely with clients to design comprehensive, sophisticated retirement plans, with the goal of helping them enjoy freedom, flexibility, and peace of mind. He tailors each client’s strategy to help meet their unique goals and objectives while managing risk. Before Premier Path, Patrick spent over ten years at Merrill Lynch and several years with Morgan Stanley before that.
Patrick is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Board of Standards Inc., and holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning Institutes Corp.
Patrick graduated from Fairfield University with a Bachelor of Arts degree in Economics. Patrick resides in Bernardsville with his wife, Lauren, and their three sons, Benjamin, Samuel, and Jordan. He and Lauren enjoy watching Ben play youth league lacrosse, and his younger brothers follow in his footsteps. In his spare time, Patrick enjoys playing golf and squash with clients, friends, and colleagues.
Certified Financial Planner: The CERTIFIED FINANCIAL PLANNER TM, CFP® and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.
Chartered Retirement Planning CounselorSM (CRPC®): The Chartered Retirement Planning CounselorSM , or CRPC® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. Our program now includes a course topic titled ‘Understanding Social Security, Military and Government Retirement Benefits’ that helps students gain specialized knowledge to address the retirement planning needs for government and military employees.