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Learning Center/Financial Living Blog/Patrick Cummins, CFP®

Patrick Cummins, CFP®

Patrick is a financial adviser whose priority is to help people achieve their financial and retirement goals. Working closely with clients, he incorporates all elements of their lives into personalized financial plans, including investment portfolio advice, tax strategies and saving for college. He is a CERTIFIED FINANCIAL PLANNER™ professional.

8 Situations When You Need a Financial Adviser Most

March 20th, 2024|3 min read

Investing / Life / Personal Finance

Saving for College: 529 vs Brokerage Account

June 8th, 2023|5 min read