Patrick V. Robison, AIF®, is a Partner at Citadel Plans and a Registered Representative and Investment Advisor Representative at United Planners Financial Services, where they have been active since 2010. At Citadel Plans, they focus on designing and managing retirement plans tailored for employees, underlining the importance of inspired teamwork in achieving company goals. Patrick emphasizes informed decision-making for clients by thoroughly assessing individual needs to offer a comprehensive suite of financial products and services.
This person is not in the org chart
This person is not in any teams
This person is not in any offices