Hi, I am Pat and I own this financial services firm.
Since 2008, I have worked in the financial services industry but made the switch from the corporate world to business owner at the end of 2017 and created Concierge Capital Management, LLC. by purchasing a retiring advisor's practice out of Boca Raton. My vision for the company is to focus on the WHOLE PICTURE for our clients. Wealth Accumulation, Wealth Protection, Wealth Distribution. For families that have amassed $500,000 or more have done the basics to get themselves going and now can benefit from strategies and tactics to get them to a financial position where they have options. These are the individuals that we would like to help create a customized plan for their financial future. Financial Planning/Retirement Planning is the foundation of our relationships. This will create the roadmap on how we make financial decisions around risk and risk mitigation going forward. Our Concierge customer service model is one that is focused on communicating proactively through Video Communication, Email and Mobile Apps. for families that prefer to operate on their phones/computers. Schedule a call with me to talk more specifics.
Prior to 2018, I worked as an outsider wholesaler for four different money management/insurance firms in different parts of the country. I started with MetLife Investors in California, then SunLife Financial in Seattle, then Realty Capital Securities in Charlotte and last, Lightstone Group in Fort Lauderdale. My job entailed meeting with advisors to discuss my specific investment product.
For my education, I received my BA in Broadcast Journalism from Penn State University (2008) and my Certified Financial Planner designation from the University of Miami (2019). I hold a series 7, series 63, series 65, Life, Health and Long-Term Care license.
For my personal life, I am married to my wife Lindsay who is a real estate agent and we have two kids: Kaia is 4 years old and Nash is about a year and a half old.