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Pat received his undergraduate degree from the University of Massachusetts Amherst before completing course work for his CERTIFIED FINANCIAL PLANNER at Boston University.
As a wealth advisor, Pat strives to “make the complex simple” for his clients. From planning for retirement to strategizing to meet individual goals, he works closely with his clients in every aspect of their financial lives, from day-to-day cash flow to investments.
In his free time, Pat enjoys hiking and reading.
Patrick is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.