Patrick Ortman (CFP®)

Patrick Ortman focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Generation X
- Hourly
- Middle Income Client Needs
- AUM
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Generation X
- Hourly
- Middle Income Client Needs
NAPFA Start Date
September 19, 2017