Patrick Foley, CFP®, CPWA®
Villanova University
Tell me more about Patrick Foley, CFP®, CPWA®?
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
About
We help caring, impactful people plan for their happy futures. Our research into…
Work Experience
Financial Planner | Book Author
Book Author
Book Author
Senior Vice President Certified Financial PlannerTM
Senior Vice President Certified Financial PlannerTM
First Vice President Certified Financial Planner
Financial Services
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.
Education
Accounting,
Bachelors,
Bachelor Of Science
1988-1993Skill
Investments
Strategic Financial Planning
Estate Planning
Valuation
Exit Strategies
Financial Planning
Business Exit Planning
Certification
Colleagues
Diane Kelly
Leadership Development Professional | Mother | Coach | Business Owner
John Mascarich
Managing Director
Andy McKay
Managing Director | Business Owner Solutions
Elizabeth Egan Thompson
Business Owner Solutions Associate
Admir S. Lugonjic, CFP®, MBA
financial advisor | business owner
Other Named Patrick Foley, CFP®, CPWA®
Frequently asked questions
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We found 3 Patrick Foley, CFP®, CPWA®'s phone numbers
Patrick Foley, CFP®, CPWA®'s social media include: Linkedin,
Patrick Foley, CFP®, CPWA® works for Baird
Patrick Foley, CFP®, CPWA®'s role in Baird is Financial Planner | Book Author
Patrick Foley, CFP®, CPWA® works in the industry of Financial Services
Patrick Foley, CFP®, CPWA®'s colleagues are Diane Kelly,John Mascarich,Andy McKay
Patrick Foley, CFP®, CPWA®'s latest job experience is Financial Planner | Book Author at Baird
Patrick Foley, CFP®, CPWA®'s latest education in Villanova University