With a commitment to financial education and straightforward advice, Pat brings clarity to the ever-changing market conditions. By tailoring strategies to his clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals, he builds solid relationships that foster trust and understanding. His process centers on helping clients find their purpose for saving and/or working, then creating a plan to fulfill that purpose. His empathetic nature and keen understanding of the challenges families face make him an invaluable member of the team.A graduate of the University of Delaware with a Bachelor of Arts degree, Pat is a Certified Financial Planner™, a Chartered Retirement Planning Counselor™ (CRPC™) and holds Series 7 and 66 registrations through LPL Financial.Pat lives with his wife, daughter, and dog in Massapequa, New York where he enjoys playing soccer and making wine with his family. He also volunteers with Alzheimer’s New Jersey, a non-profit organization that provides support and resources to those affected by Alzheimer’s disease.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
