Patrick Barker
Wealth Management Advisor @ Northwestern Mutual | CFP®, ChFC®
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Suffolk County, MA, US
- LinkedIn followers
- 500 followers
About Patrick Barker
As a Wealth Management Advisor at Northwestern Mutual, I have over 19 years of experience providing expert guidance for a lifetime of financial security. I hold the prestigious credentials of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®), which demonstrate my commitment to excellence and professionalism in the financial services industry.I use a four-step approach to understand the complex financial issues that affect my client\'s life goals and to design customized solutions that meet their needs and aspirations. I work with individuals, families, and businesses to help them achieve financial success, protect and preserve their assets, and plan for their future. My mission is to provide comprehensive and holistic advice while developing enduring relationships with my clients based on trust, integrity, and service. For additional information, please call me at 61••••••32 or visit my website at
Experience
Wealth Management Advisor
Jan 2005 — Present · Boston, MA, US
Education
Boston College Carroll School of Management
Master of Science in Finance (MSF), Finance
2004 — 2005
The American College of Financial Services
Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Financial Planning and Services
Providence College
Bachelor of Science - BS, Finance
2000 — 2004
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.