Patrick Strodtman

Patrick Strodtman, CFP®, has a diverse work experience spanning a decade. Patrick began their career in 2011 at TETRA Technologies, Inc., where they assumed various roles, including Account Manager, Corporate Leadership Program Trainee, HSE Representative, Water Transfer/Chemicals/Filtration Jr. Operator, and Well Testing Technician.

In 2015, Patrick transitioned to Fidelity Investments as a Financial Representative and later took on roles such as Investment Solutions and Benefit Sales Consultant.

In 2018, they joined Empower Retirement as a Retirement Plan Advisor and provided advisory services until 2020.

Currently, Patrick is working as a Director of Financial Planning at Edelman Financial Engines.

Patrick Strodtman, CFP®, earned a Bachelor of Science (B.S.) degree from Texas State University from 2008 to 2010. Additionally, they studied Business Administration and Management at Southern Methodist University in 2007. Patrick holds several certifications, including the CERTIFIED FINANCIAL PLANNER™ Professional designation from the CFP Board, a CERTIFIED FINANCIAL PLANNER™ Certificate from SMU Continuing & Professional Education, and a Series 66 certification from the Financial Industry Regulatory Authority (FINRA).