Patrick Gano
Retirement Plan Manager - Mid-Atlantic at HBKS Wealth Advisors
- Role
- Retirement Plan Manager - Mid-atlantic at HBKS Wealth Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Patrick Gano
A self-motivated, trusted and hardworking financial advisor with over 15 years of proven…
Experience
Retirement Plan Manager - Mid-atlantic
Sep 2024 — Present · Philadelphia, PA, US
HBKS Wealth Advisors (HBKS) is an independent personal financial planning and wealth management firm with offices in five states and approximately $7 billion in assets under management. HBKS\' Retirement Plan Services Team specializes in working with companies to develop, implement, and monitor employer-sponsored retirement plans.
Education
Alfred Lerner College of Business & Economics at University of Delaware
Bachelor’s Degree, Finance
2004 — 2008
Skills
- Securities
- Retirement
- Strategic Financial Planning
- Finance
- Investment Advisory
- Etfs
- Series 63
- 401k
- Retirement Planning
- Finra
- Investment Strategies
- Equities
- Investments
- Wealth Management
- Financial Planning
- Leadership
- Uniform Combined State Law
- Asset Allocation
- Mutual Funds
- Portfolio Management
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