Patrick Foley, CFP®, CPWA®
Financial Planner | Book Author@ Baird
Blue Bell, Pennsylvania, United States
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Patrick Foley, CFP(r), CPWA(r), is a highly experienced financial planner and book author with over 31 years of work experience. He specializes in investments, strategic financial planning, estate planning, valuation, exit strategies, financial planning, and business exit planning. Based in Blue Bell, Pennsylvania, Patrick is dedicated to helping caring and impactful individuals plan for their happy futures. He has worked at Baird in various roles, including as a Financial Planner & Book Author and Founder, focusing on financial services and business consulting. Patrick's expertise and extensive work history make him a valuable asset in the field of finance.
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Emails and Phone Numbers

@rwbaird.com
+1 215553****
+1 215869****
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About

We help caring, impactful people plan for their happy futures. Our research into…

Work Experience

777 East Wisconsin Avenue, Milwaukee, WI, 53233, US

Financial Services

4923
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Patrick Foley, CFP®, CPWA®'s Professional Milestones

  • First Vice President Investments Certified Financial PlannerTM (2001-02-01~2009-06-01): Established a robust investment portfolio, driving profitability and ensuring compliance with financial regulations.
  • First Vice President Certified Financial Planner (2009-06-01~): Creating impactful financial strategies that align with client's financial goals and drive sustainable growth.
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Education

Villanova University
Villanova University

Accounting,

Bachelors,

Bachelor Of Science

1988-1993
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