Patrick Deist CFP®, CRPS®
Patrick Deist is a seasoned CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Plans SpecialistSM with a deep-rooted passion for helping individuals navigate the complexities of financial planning. Originally hailing from Atlanta, Georgia, Patrick discovered his love for financial markets while pursuing a degree in finance at Auburn University.
Driven by a genuine desire to connect with people and make a positive impact in their lives, Patrick entered the financial services industry to fulfill his passion for assisting others. His extensive professional journey includes tenure at renowned firms such as Fidelity, UBS, Merrill Lynch, and Hilltop Securities, where he honed his expertise and gained invaluable insights into various facets of the industry.
Equipped with multiple professional licenses, including Series 63, 66, 9, 10, and general insurance, Patrick is committed to providing comprehensive financial guidance tailored to each client's unique needs and aspirations. He thrives on building enduring relationships based on trust, integrity, and mutual respect, always striving to empower his clients to make informed decisions and achieve their financial goals.
Outside of his professional endeavors, Patrick enjoys spending time with his beautiful wife Laura, playing with their Fox Red Labrador Brodie, camping, hiking, golfing and watching almost all sporting events. His dedication to excellence and unwavering commitment to client satisfaction make him a trusted partner in navigating the intricacies of the financial landscape.
