Patrick Foley, CFP®, CPWA® has extensive experience in financial planning, with a career spanning from 1992 to the present. Beginning as an Assistant Financial Planner at IDS Financial Services, Patrick held various roles in notable firms, including Senior Vice President at Janney Montgomery Scott, LLC and Director at Robert W. Baird & Co. since 2009. Patrick is also an accomplished author, co-authoring "Winning at Retirement: A Guide to Health, Wealth, and Purpose in the Best Years of Your Life" and a specialized version for first responders. Additionally, Patrick founded RecruitingInfo.com, a platform aimed at educating student athletes and their families about the NCAA recruiting process. Educationally, Patrick holds a B.S. in Accounting from Villanova University.
This person is not in any teams
This person is not in any offices