Patrick Chevalier
- Role
- Fiduciary Wealth Advisor at Chevalier Wealth & Associates
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Patrick Chevalier
I have always been interested in economics and the stock market. This is what lead me to…
Experience
Fiduciary Wealth Advisor
Mar 2023 — Present
Money is personal, and Chevalier Wealth believes clients deserve an advisor partner that will provide them with a bespoke investment experience tailored to their needs and objectives.\\\\n\\\\nChevalier Wealth’s discipline is built on the foundation of holistic planning and how investment and insurance solutions can work in concert to help mitigate six fundamental financial planning considerations* and help clients achieve their financial goals.\\\\n\\\\nWe strive to exceed client expectations and provide transparency in our process so that clients can remain confident throughout the partnership.\\\\n\\\\nChevalier Wealth believes thoughtful, detailed planning can help you create the quality of life you envision for yourself and your family. Our approach is centered around you. Understanding how you feel about your money, what your priorities are for growth, income, and downside exposure that you are ok with, if any.\\\\n\\\\nWe focus on relationships that span generations, guiding people to and through retirement.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Education
The University of Texas at Austin
Certified Financial Planner Professional Education Program, Accounting and Finance
College for Financial Planning
Finance and Financial Management Services
University of Houston-Downtown
Bachelor's Degree, Finance and Financial Management Services
2015 — 2018
Houston City College
Associate of Arts - AA, General Studies
2010 — 2013
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