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Patrick Paxton Email & Phone Number
FINANCIAL PLANNER Semi Retired
at
truFP
1 work email found
@investplanadvise.com
1 phone found area 770
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
FINANCIAL PLANNER Semi Retired
Location
Cumming, Georgia, United States
Company size
Who is Patrick Paxton? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Paxton is listed as FINANCIAL PLANNER Semi Retired at truFP, a company with 7 employees, based in Cumming, Georgia, United States. AeroLeads shows a work email signal at investplanadvise.com, phone signal with area code 770, and a matched LinkedIn profile for Patrick Paxton.
Patrick Paxton previously worked as Financial Planner/Owner at Investment Planning Advisors, Inc. 770-205-4394 and FINANCIAL PLANNER/OWNER at Investment Planning Advisors, Inc.. Patrick Paxton holds Bs, Business from Florida International University.
Company email context
Email format at truFP
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*@investplanadvise.com
71% confidence
AeroLeads found 1 current-domain work email signal for Patrick Paxton. Compare company email patterns before reaching out.
Profile bio
About Patrick Paxton
www.investplanadvise.comContact Pat at 770-205-4394 or pat@investplanadvise.com.Patrick Paxton has 28 years of experience in Financial Planning.After gaining experience in all aspects of the Financial Services industry, Pat opened Investment Planning Advisors in 2001.Pat is the Managing Director for the firm. He enjoys managing his practice and partnering with his clients to help them achieve their financial goals.Investment Planning Advisors has an office in Cumming, Oakwood and Gainesville Georgia. Pat has built a trusted network of professionals that he can refer to with confidence, ensuring his clients are provided the very best service possibleInvestment Planning Advisors is a Registered Investment Advisor registered with the State of Georgia and subject to the State of Georgia’s regulatory oversight.
Listed skills include Retirement, Strategic Financial Planning, Financial Advisory, Wealth Management, and 46 others.
Current workplace
Patrick Paxton's current company
Company context helps verify the profile and gives searchers a useful next step.
Trufp
4 roles · 25 years
Patrick Paxton work experience
A career timeline built from the work history available for this profile.
Financial Planner/Owner
Current
Investment Planning Advisors, Inc. 770-205-4394
2001 - Present
~25 yrs 5 mos
Financial Planner/Owner
CurrentPat founded his firm in 2001 with the vision of building relationships with our clients and experiencing the joys of their success. He operates as an independent fee-based financial planning firm. His trusted team provides personalized attention, objective advice and a tailored comprehensive road map to our clients’ success. Since 2003, He has been honored.
Jun 2001 - Present
Financial Services Industry
Summary
Patrick's professional career began in the stock market.He spent four years assisting clients with their investments and gaining valuable work experience in the stock marketPat moved to Met Life Investments to focus his experience on the 403B market, assisting teachers with their retirement programs, concentrating on the Atlanta and Dekalb school.
Jan 1986 - Jun 2001
Team & coworkers
Colleagues at truFP
Other employees you can reach at investplanadvise.com. View company contacts for 7 employees →
AC
Andrew Castleberry, Cfp®, Cima®
Colleague at TrufpCumming, Georgia, United States, United States
View →
TL
Tanna Lesch, Fpqp®
Colleague at TrufpCumming, Georgia, United States, United States
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KB
Kenneth Bellavance
Colleague at TrufpCumming, Georgia, United States, United States
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KF
Kelsey Fredriksson
Colleague at TrufpGainesville, Georgia, United States, United States
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CT
Carol Taylor
Colleague at TrufpAtlanta Metropolitan Area, United States
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WP
Wendy Paxton
Colleague at TrufpCumming, Georgia, United States, United States
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Andrew Castleberry, Cfp®, Cima®
Colleague at TrufpCumming, Georgia, United States, United States
View →
TL
Tanna Lesch, Fpqp®
Colleague at TrufpCumming, Georgia, United States, United States
View →
KB
Kenneth Bellavance
Colleague at TrufpCumming, Georgia, United States, United States
View →
KF
Kelsey Fredriksson
Colleague at TrufpGainesville, Georgia, United States, United States
View →
CT
Carol Taylor
Colleague at TrufpAtlanta Metropolitan Area, United States
View →
WP
Wendy Paxton
Colleague at TrufpCumming, Georgia, United States, United States
View →
1 education record
Patrick Paxton education
FAQ
Frequently asked questions about Patrick Paxton
Quick answers generated from the profile data available on this page.
What company does Patrick Paxton work for?
Patrick Paxton works for truFP.
What is Patrick Paxton's role at truFP?
Patrick Paxton is listed as FINANCIAL PLANNER Semi Retired at truFP.
What is Patrick Paxton's email address?
AeroLeads has found 1 work email signal at @investplanadvise.com for Patrick Paxton at truFP.
What is Patrick Paxton's phone number?
AeroLeads has found 1 phone signal(s) with area code 770 for Patrick Paxton at truFP.
Where is Patrick Paxton based?
Patrick Paxton is based in Cumming, Georgia, United States while working with truFP.
What companies has Patrick Paxton worked for?
Patrick Paxton has worked for Trufp, Investment Planning Advisors, Inc. 770-205-4394, Investment Planning Advisors, Inc., and Summary.
Who are Patrick Paxton's colleagues at truFP?
Patrick Paxton's colleagues at truFP include Andrew Castleberry, Cfp®, Cima®, Tanna Lesch, Fpqp®, Kenneth Bellavance, Kelsey Fredriksson, and Carol Taylor.
How can I contact Patrick Paxton?
You can use AeroLeads to view verified contact signals for Patrick Paxton at truFP, including work email, phone, and LinkedIn data when available.
What schools did Patrick Paxton attend?
Patrick Paxton holds Bs, Business from Florida International University.
What skills is Patrick Paxton known for?
Patrick Paxton is listed with skills including Retirement, Strategic Financial Planning, Financial Advisory, Wealth Management, Estate Planning, Investments, Financial Services, and Securities.
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