Certified Financial Planner
Current
Jan 2024 - Present
AeroLeads people directory · profile
Frank Patton Cfp® Ricp ® Email & Phone Number
Financial Planner | Retirement Income Guru
at
PacK Financial
1 work email found
@firstinvestors.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner | Retirement Income Guru
Location
Greater Lexington Area, United States
Who is Frank Patton Cfp® Ricp ®? Overview
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Quick answer
Frank Patton Cfp® Ricp ® is listed as Financial Planner | Retirement Income Guru at PacK Financial, based in Greater Lexington Area, United States. AeroLeads shows a work email signal at firstinvestors.com and a matched LinkedIn profile for Frank Patton Cfp® Ricp ®.
Frank Patton Cfp® Ricp ® previously worked as Certified Financial Planner at Pack Financial and Vice President at Cetera Investors. Frank Patton Cfp® Ricp ® holds Ricp®, Retirement Income Planning from American College Of Financial Services.
Company email context
Email format at PacK Financial
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*@firstinvestors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Frank Patton Cfp® Ricp ®. Compare company email patterns before reaching out.
Profile bio
About Frank Patton Cfp® Ricp ®
My name is Frank Patton and I am a CFP practitioner that helps everyday people focus on building their assets in the right places to achieve retirement or helping those approaching retirement structure their income plan so that they never have to worry about running out of money. Our team is very experienced and easy to work with, we'd love to work with you to make sure you are worry free in retirement.Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance products are offered through Cetera Investment Services LLC, Member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. 201 E. Main St. #520 Lexington, KY 40507
Listed skills include Financial Advisory, Fixed Annuities, Insurance, Retirement Planning, and 17 others.
Current workplace
Frank Patton Cfp® Ricp ®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Frank Patton Cfp® Ricp ® work experience
A career timeline built from the work history available for this profile.
Vice President
Cetera Investors
Feb 2009 - Dec 2023
Assistant Manager
Cetera Investors
Jan 2005 - Jan 2009
Registered Representative
Cetera Investors
Jun 2001 - Jan 2005
3 education records
Frank Patton Cfp® Ricp ® education
Ricp®, Retirement Income Planning
American College Of Financial Services
Ba, Interdisciplinary Studies
Western Kentucky University
Aa, General Studies
Florida College
FAQ
Frequently asked questions about Frank Patton Cfp® Ricp ®
Quick answers generated from the profile data available on this page.
What company does Frank Patton Cfp® Ricp ® work for?
Frank Patton Cfp® Ricp ® works for PacK Financial.
What is Frank Patton Cfp® Ricp ®'s role at PacK Financial?
Frank Patton Cfp® Ricp ® is listed as Financial Planner | Retirement Income Guru at PacK Financial.
What is Frank Patton Cfp® Ricp ®'s email address?
AeroLeads has found 1 work email signal at @firstinvestors.com for Frank Patton Cfp® Ricp ® at PacK Financial.
Where is Frank Patton Cfp® Ricp ® based?
Frank Patton Cfp® Ricp ® is based in Greater Lexington Area, United States while working with PacK Financial.
What companies has Frank Patton Cfp® Ricp ® worked for?
Frank Patton Cfp® Ricp ® has worked for Pack Financial and Cetera Investors.
How can I contact Frank Patton Cfp® Ricp ®?
You can use AeroLeads to view verified contact signals for Frank Patton Cfp® Ricp ® at PacK Financial, including work email, phone, and LinkedIn data when available.
What schools did Frank Patton Cfp® Ricp ® attend?
Frank Patton Cfp® Ricp ® holds Ricp®, Retirement Income Planning from American College Of Financial Services.
What skills is Frank Patton Cfp® Ricp ® known for?
Frank Patton Cfp® Ricp ® is listed with skills including Financial Advisory, Fixed Annuities, Insurance, Retirement Planning, Investments, Variable Annuities, Asset Allocation, and Financial Services.
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