Meet Patrick

Licenses and Accreditations
CERTIFIED FINANCIAL PLANNER^TM professional
Financial Industry Regulatory Authority (FINRA) Series 7 and 66 Registrations
Life and Health Insurance Licensed
B.S. in Finance, Susquehanna University

Patrick Lawrence is a CERTIFIED FINANCIAL PLANNER TM professional with Equitable Advisors in Bala Cynwyd. He graduated from Susquehanna University where he earned his B.S. in Finance from the Sigmund Weiss School of Business. Patrick’s background includes almost 20 year of financial management and services experience.

Pat and his team focus on working with individuals and local businesses, helping them in such areas as estate planning stratigies, asset accumulation, income protection, education funding and executive benefit planning. He meets with his clients to review their current financial situation and discuss long- and short-term objectives. He then analyzes the information, helps them determine which strategies can work best for a client’s situation, and tailors a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he meets with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.

As a CERTIFIED FINANCIAL PLANNER ^TM professional, Pat has voluntarily agreed to abide by the Certified Financial Planning Board of Standards rigorous education, examination, experience and ethical requirements. Through this extensive program, Pat has gained a tremendous knowledge base that enables him to help clients prepare for their futures and protect their finances at each stage in life.

Pat currently resides in Lewes, DE with his wife and two children.

CFP^® and CERTIFIED FINANCIAL PLANNER ^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board,s initial and ongoing certification requirements.