Patrick Daniels (CFP®)

Patrick Daniels focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Mid to late-career physicians and professionals.

Those nearing or entering retirement with concerns about sustaining retirement income.

Additional Information

My favorite subjects growing up were psychology and finance, so it’s no wonder I was drawn to a profession where I am able to combine the two. I've always been fascinated by how people’s behavior drove their financial decisions, which led me to study Business Administration at Ball State University.

After graduating -- in the midst of the financial crisis -- I worked as a bank teller and my love for personal finance grew. The open and honest conversations I had with everyday-people about their financial ups and downs solidified my passion for serving clients.

I have been using my skills as a CERTIFIED FINANCIAL PLANNER practitioner to help our clients build and preserve their wealth ever since.

As a fermenting enthusiast, motorcycle tinkerer, and hobby chef, I am always looking to expand my knowledge and skills.

NAPFA Start Date

December 19, 2016


This Office

100 International Drive 23rd Floor Baltimore, MD 21202-4737 Phone: (443) 376-6235