Patrick Lundergan (CFP®)
Patrick Lundergan focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- High Net Worth Client Needs
- Millennials
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- High Net Worth Client Needs
- Millennials
- Retirement Planning & Distribution Rules
NAPFA Start Date
March 24, 2022
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engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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