Patrick Carroll, Cfp® Email and Phone Number
Patrick Carroll, Cfp® work email
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Patrick Carroll, Cfp® personal email
Patrick Carroll, Cfp® phone numbers
With over 35 years of financial and business consulting experience, I've felt the various pain points business owners experience every day and was committed to finding a comprehensive solution. I am dedicated to help owners protect and grow their businesses in an approachable way. It was what lead me to create the The Lifestyle Protector Program™, a simple, step-by-step approach to continuity, succession and transition planning that could be easily incorporated into the hectic schedule of business owners. When I'm not helping clients grow and protect their business, I enjoy traveling the world with Julie, my wife of 37 years and our two grown daughters. Don’t worry! When I'm on an adventure, I have a team of experts in place who are ready and waiting to assist you.
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PartnerMerit Financial AdvisorsRockville, Md, Us
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Founder And CeoObsidian Business Planning Solutions Aug 1983 - PresentBusiness owners need to strategically plan how to protect their future and grow their business with continuity, succession & transition planning. The problem is, business owners are busy people! At Obsidian Business Planning Solutions, we get it. Our founder, Patrick, experienced the various pain points business owners feel every day, and was committed to finding a comprehensive solution. This is what lead him to develop the Lifestyle Protector Program™, a step-by-step approach to planning designed specifically for the hectic schedule. The sooner you get started, the better because lack of planning could cost or your loved ones thousands or more. It's easy to get started:1. Schedule a conversation by calling (301) 990-43952. Enroll in the Lifestyle Protector Program™3. Track & monitor your successSo schedule a conversation today so you can stop worrying and feel prepared for your future.
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FounderThe Dynamic Advisor Network (Dan) Jan 2006 - PresentThe Dynamic Advisor Network (DAN) is an invitation-only group of well established, highly skilled and reliable professionals interested in fellowship with professionals of diverse disciplines with whom to entrust mutual clients. Our mission is to help our members succeed through mutually beneficial relationships and to provide a referral network of professionals to our clients.http://www.dynamicadvisornetwork.com/
Patrick Carroll, Cfp® Skills
Patrick Carroll, Cfp® Education Details
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The American CollegeFinancial Services -
Virginia TechScience
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American School Of VientianeHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Patrick Carroll, Cfp®
What company does Patrick Carroll, Cfp® work for?
Patrick Carroll, Cfp® works for Merit Financial Advisors
What is Patrick Carroll, Cfp®'s role at the current company?
Patrick Carroll, Cfp®'s current role is Partner.
What is Patrick Carroll, Cfp®'s email address?
Patrick Carroll, Cfp®'s email address is pa****@****lan.com
What is Patrick Carroll, Cfp®'s direct phone number?
Patrick Carroll, Cfp®'s direct phone number is +131089*****
What schools did Patrick Carroll, Cfp® attend?
Patrick Carroll, Cfp® attended The American College, Virginia Tech, American School Of Vientiane.
What skills is Patrick Carroll, Cfp® known for?
Patrick Carroll, Cfp® has skills like Small Business, Accounting, Insurance, Business Planning, Public Speaking, Banking, Estate Planning, Business Intelligence, Exit Planning For Business Owners, Business Strategy, Educational Workshops, Business Continuity Planning.
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