Certified Financial Planner
Current
Portman Wealth Management
Feb 2020 - Present
AeroLeads people directory · profile
Patrick Portman, Cfp® Email & Phone Number
Certified Financial Planner at Portman Wealth Management
at
Portman Wealth Management
1 work email found
@tam-team.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Portman Wealth Management
Role
Certified Financial Planner at Portman Wealth Management
Location
Bardstown, Kentucky, United States
Who is Patrick Portman, Cfp®? Overview
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Quick answer
Patrick Portman, Cfp® is listed as Certified Financial Planner at Portman Wealth Management at Portman Wealth Management, based in Bardstown, Kentucky, United States. AeroLeads shows a work email signal at tam-team.com and a matched LinkedIn profile for Patrick Portman, Cfp®.
Patrick Portman, Cfp® previously worked as Certified Financial Planner at Portman Wealth Management and Certified Financial Planner at Portman Wealth Management. Patrick Portman, Cfp® holds Bachelor Of Science (Bs), Financial Planning And Services/Financial Management from Western Kentucky University.
Company email context
Email format at Portman Wealth Management
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*@tam-team.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Portman, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Patrick Portman, Cfp®
I am a CERTIFIED FINANCIAL PLANNER™ at Portman Wealth Management, and get to help clients on an individualized basis everyday. Whether a client has retirement, investment, insurance, college planning, or estate planning needs, I get to listen to pair a client's wealth with their passions and interests. As a business owner myself, I enjoy working with people with an entrepreneurial spirit! Send me a message, I'd love to see how we could be of value to one another! Patrick Portman is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC.Portman Wealth Management and United Planners are not affiliated.
Listed skills include Leadership, Business Strategy, Management, Microsoft Office, and 11 others.
Current workplace
Patrick Portman, Cfp®'s current company
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Portman Wealth Management
6 roles
Patrick Portman, Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
Current
Portman Wealth Management
Feb 2020 - Present
Certified Financial Planner™
Thoroughbred Asset Management
Apr 2019 - Feb 2020
Financial Advisor
Thoroughbred Asset Management
Mar 2016 - Feb 2020
Wealth Management Associate
Thoroughbred Asset Management
Jul 2015 - Feb 2020
Wealth Management Intern
Aug 2014 - May 2015
1 education record
Patrick Portman, Cfp® education
-
Western Kentucky University
FAQ
Frequently asked questions about Patrick Portman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick Portman, Cfp® work for?
Patrick Portman, Cfp® works for Portman Wealth Management.
What is Patrick Portman, Cfp®'s role at Portman Wealth Management?
Patrick Portman, Cfp® is listed as Certified Financial Planner at Portman Wealth Management at Portman Wealth Management.
What is Patrick Portman, Cfp®'s email address?
AeroLeads has found 1 work email signal at @tam-team.com for Patrick Portman, Cfp® at Portman Wealth Management.
Where is Patrick Portman, Cfp® based?
Patrick Portman, Cfp® is based in Bardstown, Kentucky, United States while working with Portman Wealth Management.
What companies has Patrick Portman, Cfp® worked for?
Patrick Portman, Cfp® has worked for Portman Wealth Management, Thoroughbred Asset Management, and Carr, Riggs & Ingram, Llc.
How can I contact Patrick Portman, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick Portman, Cfp® at Portman Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Patrick Portman, Cfp® attend?
Patrick Portman, Cfp® holds Bachelor Of Science (Bs), Financial Planning And Services/Financial Management from Western Kentucky University.
What skills is Patrick Portman, Cfp® known for?
Patrick Portman, Cfp® is listed with skills including Leadership, Business Strategy, Management, Microsoft Office, Microsoft Word, Project Management, Powerpoint, and Microsoft Excel.
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