pat new imagePat has more than 18 years of Financial Planning experience working with top level executives at Fortune 500 companies and high net worth clients. Pat has dealt with very sophisticated clients and the complex financial issues that accompany this clientele. Pat offers comprehensive financial planning services that include income tax planning, wealth transfer and estate planning, employee benefit maximization, wealth management, insurance and retirement planning.

Prior to joining Personal CFO Solutions, Pat spent nearly 15 years as Vice President of Financial Counseling for a private wealth management firm wholly owned by a global investment banking and securities corporation. During his tenure, Pat provided comprehensive financial counseling services to his high net worth clients and their families and their wide range of diverse and complex financial structures.

Early in his career, Pat worked for 8 years as an Accountant at AT&T Capital Corporation.

Pat holds an undergraduate degree in Economics and a Master’s degree in Taxation from Fairleigh Dickinson University.

Outside of work Pat spends much of his free time with his wife and three daughters.

Other Services

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Comprehensive Financial Planning

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Investment Management

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Retirement Planning

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