Patrick J. Mullins, CFP®
Financial Advisor, Managing DirectorWith over two decades of industry experience, Patrick actively collaborates with his clients and their families with the goal of growing and safeguarding their wealth, making informed investment decisions, and simplifying their financial lives. He takes a comprehensive approach to wealth management, helping clients navigate important financial decisions and aligning their resources with their long-term goals and values. Patrick believes that a strong partnership between advisor and client creates clarity in an otherwise complex financial landscape and provides the confidence needed to pursue lasting financial freedom.
A longtime resident of Virginia and a native of northeastern Pennsylvania, Patrick lives in Fluvanna County with his wife and four children. Outside of the office, he is actively involved in his community through youth soccer and other local programs, reflecting his commitment to serving and supporting the people around him.
Experience:
- Fidelity Investments, Vice President Financial Consultant
- Fidelity Investments, Financial Consultant
- Fidelity Investments, Investment Consultant
- Strategic Financial Planners, Business Development Manager
Education/ Certifications:
- Susquehanna University, BA, Financial Economics
- CERTIFIED FINANCIAL PLANNER® designation