Patrick Johnson, Cfp®, Chfc® Email & Phone Number

Newtown Square, Pennsylvania, United States

Newtown Square, Pennsylvania, United States

Newtown Square, Pennsylvania, United States

Concentus Wealth Advisors is a Registered Investment Advisor (RIA), fiercely motivated to provide unmatched, innovative wisdom that can only come from deep experience and a client-first mentality. The team, led by the Strid family, has over 200 years of combined experience in wealth management and offers an uncompromising standard of fiduciary care and unprecedented client service. With a focus on integrity, reliability, simplicity, and family, Concentus Wealth Advisors aims to serve as stewards in protecting and growing their clients’ rivers of wealth, while fostering financial freedom.

Malvern, Pennsylvania, United States

• Assist 20-30 retail clients per day in opening new accounts, initiating transfers, and providing rollover instructions• Utilize internal systems to initiate ACAT, Non-ACAT, DRS, and PTF transfers • Guide clients through the process of opening and funding new Traditional/Roth/Inherited/Minor IRAs, UGMA/UTMA, and Individual/Joint Brokerage Accounts• Navigate Microsoft Excel to create detailed client notes for input into CRM• Engage in various investment conversations to educate clients on basic investment principals and Vanguard products

Bala Cynwyd, Pennsylvania

• Assisted CFP with financial plans, utilizing eMoney to construct executive summaries that clearly reflected each client’s current financial condition while also projecting their financial future by running various scenarios. • Utilized Excel and PowerPoint to construct investment proposals for prospective clients, comparing the client’s current asset allocation with the firm's proposed allocation. • Performed weekly presentations on newly added mutual funds to the entire firm, highlighting the strengths and weaknesses of each fund.• Redesigned firm's trade sheets to more accurately reflect the most relevant holdings, sorting holdings by broad asset class as well as size.• Ensured that all quarterly reports reflected accurate and up to date information • Entered client meeting notes into the firm's Salesforce.

Greater Philadelphia Area

Conducted equity research based on the principles of large-cap value investing to mold investment theses, build equity reports, and present stock pitches.

Chadds Ford, Pa

• Reviewed client portfolios with Financial Advisor and participated in conference calls with advisors/clients• Reviewed the benefits of passive investing vs. active managers. Utilizing the firms strategic allocation, created a mock ETF portfolio to test whether it could be outperformed by numerous individually managed stock portfolios.• Created dollar cost average models over multiple historic periods• Entered new client data and notes into the firm's CRM/Salesforce

Bachelor'S Degree, Financial Planning And Services

Activities and Societies: Kappa Sigma Fraternity, Temple University Investment Association, Fox FundDeans list (2016-2017)

Education record

Activities and Societies: FBLA