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Patrick Robertson, CFP(R), RICP(R)

Patrick Robertson, CFP(R), RICP(R)

Financial Strategist

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Patrick works closely with small businesses to ensure they are getting the maximum benefits in terms of possible tax savings; retirement savings, and to ensure that they are providing competitive benefits for their employees.

Patrick also builds relationships with clients to design smart strategies that meet their financial and risk management needs.

Patrick’s accomplishments include:

  • CERTIFIED FINANCIAL PLANNERtm professional designation program through the American College
  • Chartered Retirement Plans Specialist – College of Financial Planning
  • FINRA Series 7 and 66 registration
  • Life and health insurance licenses
  • University of Arizona – double major in Communications and History, minor in Philosophy
  • Member of the US Green Building Council’s National Capital Chapter

Patrick resides in Alexandria, VA with his wife and is an avid traveler, fan of blues music, and a self-proclaimed chef.

1804 Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or its affiliates.

California Insurance License #: 4103526

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

1804 Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.