Patrick Toohers, Cfp®, Qpfc

Patrick Toohers, Cfp®, Qpfc Email and Phone Number

Relationship Manager at Blueprint Financial Group @ Blueprint Financial Group
reston, virginia, united states
Patrick Toohers, Cfp®, Qpfc's Location
Greater Richmond Region, United States
About Patrick Toohers, Cfp®, Qpfc

Patrick Toohers joined Blueprint Financial Group in 2023. Patrick’s diverse background in the financial services industry includes a range of experience providing individuals and families, many of whom are business owners, comprehensive, highly-customized wealth management and financial planning solutions.Patrick graduated from James Madison University with a degree in Economics and played on the Division I Baseball Team. Patrick earned the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. In addition to the CFP® certification, he holds the Qualified Plan Financial Consultant (QPFC) designation, Series 6, 7, 63, 65, and Life, Annuities, and Health Insurance licenses.Patrick lives in Richmond, Virginia with his wife, Carter, their son, Luke, and dog, Snacks. Patrick and Carter serve as Co-Presidents of the JMU Richmond Alumni Chapter and he is a member of the Central Virginia Employee Benefits Council. When not in the office, he enjoys spending time with his family, traveling, playing golf, exercising, and reading.

Patrick Toohers, Cfp®, Qpfc's Current Company Details
Blueprint Financial Group

Blueprint Financial Group

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Relationship Manager at Blueprint Financial Group
reston, virginia, united states
Employees:
15
Patrick Toohers, Cfp®, Qpfc Work Experience Details
  • Blueprint Financial Group
    Relationship Manager
    Blueprint Financial Group Aug 2023 - Present
  • Jmu Alumni Association
    President | Richmond Chapter
    Jmu Alumni Association Oct 2021 - Present
  • Raymond James
    Financial Advisor
    Raymond James Apr 2021 - Aug 2023
    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
  • Hermitage Wealth Management, Inc.
    Financial Advisor
    Hermitage Wealth Management, Inc. Jan 2020 - Apr 2021
    Richmond, Virginia
  • Adp
    Retirement Services District Manager
    Adp Jun 2016 - Dec 2019
    Washington D.C. Metro Area
    President's Club Performer
  • Institute For Entrepreneurial Leadership (Ifel)
    Apprentice
    Institute For Entrepreneurial Leadership (Ifel) Jul 2015 - Aug 2015
    Newark, Nj
    This program is designed to help apprentices gain experience in a nonprofit setting and learn about the dynamics of urban economic development.

Patrick Toohers, Cfp®, Qpfc Education Details

Frequently Asked Questions about Patrick Toohers, Cfp®, Qpfc

What company does Patrick Toohers, Cfp®, Qpfc work for?

Patrick Toohers, Cfp®, Qpfc works for Blueprint Financial Group

What is Patrick Toohers, Cfp®, Qpfc's role at the current company?

Patrick Toohers, Cfp®, Qpfc's current role is Relationship Manager at Blueprint Financial Group.

What schools did Patrick Toohers, Cfp®, Qpfc attend?

Patrick Toohers, Cfp®, Qpfc attended James Madison University, Seton Hall Preparatory School.

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