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