Patricia Currey (CEBS, CFP®)
Patricia Currey focuses in the
following client markets or areas of practice:
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Many years of training as a Trust Officer taught Pat to focus on fiduciary responsibility in dealing with financial issues involving other people's money. Typically her client relationships start with financial planning, and then lead to portfolio management. Either planning or portfolio management is available as a stand-alone service.
Additional Information
Currey Financial was established in 1999. Patricia Currey is the sole owner and employee; she intends to continue that way so that she can stay close to clients.
NAPFA Start Date
October 10, 2002