Patrick Gallagher, CFP®, currently serves as a Financial Planner at Creative Planning, where responsibilities include conducting client meetings, preparing financial planning recommendations, and managing client relationship management software. Prior experience includes working as an Associate Financial Planner at SBSB Financial Advisors, where Patrick prepared comprehensive financial plans and tax projections. Leadership experience includes serving as President of the Financial Planning Association at Virginia Tech, facilitating university engagements. Patrick’s internship experience encompasses roles at Actaeon Wealth Management, where investment strategies were analyzed, and DeCaro, Doran, Siciliano, Gallagher & DeBlasis, LLP, contributing to client coordination and legal support. Patrick holds a Bachelor of Science in Finance from Virginia Tech and a High School Diploma from Bishop Ireton High School.
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