Patrick Graver (CFP®)
Patrick Graver focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- LGBT Couples and Families
- Cash Flow/Budgets/Credit Issues
- LGBT Couples and Families
Planning Specialties
Drawing from his own experience with the ups and downs of an actor’s income, Patrick specializes in cash flow planning for individuals and families with inconsistent earnings. He understands the unique financial challenges that come with an artistic lifestyle and is well-equipped to help you navigate them with confidence.Additional Information
Patrick Graver is a seasoned professional with a Bachelor of Fine Arts in Musical Theatre from Penn State University. With over a decade of experience performing in Broadway tours and regional theatres across North America, Patrick's journey took a transformative turn in 2020 amid the challenges posed by the pandemic. Driven by a desire to make a meaningful impact, he embarked on the prestigious path to becoming a CERTIFIED FINANCIAL PLANNER™. Patrick earned a certificate in financial planning from Northwestern University, demonstrating his commitment to mastering the intricacies of wealth management. His dedication was further exemplified by successfully passing the rigorous 7-hour CFP® exam. Having contributed to two distinguished firms, collectively overseeing assets exceeding $600 million, Patrick brings a wealth of expertise to Center Stage Planning. Now proudly holding the title of CERTIFIED FINANCIAL PLANNER™, Patrick combines his artistic background with financial acumen to guide individuals through their unique financial narratives. With a professional yet friendly approach, he is committed to illuminating the path to financial success for clients both on and off life's stage.NAPFA Start Date
February 10, 2025
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