Patrick Dickson, CFP® has been in the financial planning field for over 16 years. He spent many years working directly with his own clients, and then moved into leadership positions where his passion was to make sure that other financial advisors were responsible stewards of their clients’ financial situation. Over the years he’s seen how a comprehensive financial relationship can make a positive difference in a person’s outlook and financial outcome. People who decide to work with a professional gain more understanding and ultimately can attain more control of their financial futures. They are generally more optimistic and keep market cycles in perspective. Our industry has evolved in our approach to serving clients. We’ve moved beyond a product-centric approach to a strategies-centric one – and it’s that approach that he wholeheartedly embraces because it increases your chances for achieving a wider range of financial outcomes. He finds that the key concerns that most people need to address are financial organization and efficiency. He believes that those are the key goals – and everything else like retirement, educating children, paying taxes and protecting assets are tasks we do on the way to achieving those goals.
Patrick lives in Houston, TX. He has been married for 16 years and has a daughter. He is active in many philanthropic organizations and stays physically active throughout the year. He holds numerous securities licenses (FINRA Series 4, 7, 24, 51, and 66, as well as the Texas Insurance License,) and is licensed to do business in numerous states. He has completed the requirements to hold the Certified Financial Planning designation. He has taught hundreds of seminars throughout Texas in subjects ranging from behavioral finance to estate planning.
Education
Loyola University in New Orleans with a degree in Finance
Rice University, Certificate in Financial Planning
Strategic Coach Leadership Institute
Memberships & Affiliations
GAMA International
Financial Planning Association,
National Association of Financial Advisors,
Society of Financial Service Professionals.
Personal
Patrick was born in San Antonio, TX
He has been in Houston since he was 2.
He is a member of the Strake Jesuit Alumni Association.
He is an avid traveler and has visited over 25+ countries in the world.
He enjoys movies, concerts, politics, history and philosophy.
Registered Representative and Financial Advisor of Park Avenue Securities and General Agent of Guardian.