Patricia Currey (CEBS, CFP®)

Patricia Currey focuses in the
following client markets or areas of practice:

Baby Boomers

Cash Flow/Budgets/Credit Issues

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

Many years of training as a Trust Officer taught Pat to focus on fiduciary responsibility in dealing with financial issues involving other people's money. Typically her client relationships start with financial planning, and then lead to portfolio management. Either planning or portfolio management is available as a stand-alone service.

Additional Information

Currey Financial was established in 1999. Patricia Currey is the sole owner and employee; she intends to continue that way so that she can stay close to clients.