Patrick Doland (CFP®, MBA)

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

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Reason Financial Advisors, Inc. (RFA) advises clients on portfolio management issues including investment selection and monitoring. The firm also assists clients in developing financial independence through comprehensive financial planning. Areas addressed include goal planning, asset allocation, executive compensation, employer stock options, retirement planning, education funding, estate planning, insurance planning, and individual income tax planning. RFA also offers modular planning on an hourly basis that is ideal for individuals whose financial lives are less complex or for those who are looking for assistance in only one or two areas of their financial life.

Additional Information

Pat is a CERTIFIED FINANCIAL PLANNER practitioner and received an MBA from the Kellogg Graduate School of Business at Northwestern University. Although he is a licensed Illinois insurance producer, he does not sell insurance or receive commissions from any investment or insurance products. He has been in the financial services industry since 1972 and has been actively involved with the financial planning associations in the Chicago area. He is a former board member of NAPFA Midwest Region and the North Shore Council of the Financial Planning Association of Illinois (FPA). He is also a member of the Greater North Shore Estate and Financial Planning Council. For four years Pat produced and hosted the Comcast cable access show Financial Solutions that aired in 225,000 households in the northern Chicago suburbs. He has been a speaker at national and regional conferences and has written articles for such publications as Crain’s Chicago Business and Midwestern Financial Planner. He has also served as an informational source and been quoted in publications including BusinessWeek Online, the Chicago Tribune, Chicago Sun-Times, Dow Jones Investment Advisor, Bloomberg Wealth Manger, the Journal of Financial Planning, and Financial Planning magazine.

NAPFA Start Date

June 19, 2002

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This Office

350 Pfingsten Rd Ste 108 Northbrook, IL 60062-2032 Phone: (847) 205-9501 Fax: (847) 919-4424

Other Offices

1717 N Naper Blvd Ste 200 Naperville, IL 60563-8838 Phone: (630) 807-9009 Fax: (847) 919-4424