Patrick Toohers, Cfp®, Qpfc Email and Phone Number
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.
Blueprint Financial Group
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Relationship ManagerBlueprint Financial Group Aug 2023 - Present -
President | Richmond ChapterJmu Alumni Association Oct 2021 - Present -
Financial AdvisorRaymond James Apr 2021 - Aug 2023Raymond 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. -
Financial AdvisorHermitage Wealth Management, Inc. Jan 2020 - Apr 2021Richmond, Virginia -
Retirement Services District ManagerAdp Jun 2016 - Dec 2019Washington D.C. Metro AreaPresident's Club Performer -
ApprenticeInstitute For Entrepreneurial Leadership (Ifel) Jul 2015 - Aug 2015Newark, NjThis 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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