PATRICK’S NICHE
Patrick’s enthusiasm and desire to engage with clients to achieve their goals is what drives him every day. He specializes in building customized, comprehensive financial plans using a dedicated process to ensure that every area of a client’s financial life is addressed. Patrick considers all areas of a financial plan to be equally important from budgeting, risk analysis, and portfolio construction to tax, insurance and estate planning.
Patrick holds his Series 6, 7, 63 and 65 registrations, the New York life and variable annuity licenses, and maintains industry certifications of CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠.
BIOGRAPHY
Patrick has more than 10 years of experience in the financial services industry holding various roles. Prior to joining Ciccarelli Advisory Services, Patrick worked as a financial advisor and wealth planning analyst at UBS.
He earned his Bachelor’s degree in Business Administration, with a concentration in business management, from SUNY Brockport.
Patrick lives in Rochester, NY with his wife Sheelagh, and their two boys, Crowley and Tiernan. Born and raised in Rochester, Patrick enjoys spending time with their large, close families, especially outdoors camping, hiking or biking.
COMMUNITY INVOLVEMENT
Enjoys giving time to various organizations around the area including Friends of Reinstein Woods Nature Preserve.