PATRICK POPE I CRPC, Financial Planner
Patrick Pope, a professional in financial planning, came onboard with HG Tailored Financial Services in the fall of 2019. His love for finance developed from childhood, as he noticed financial unpreparedness after the passing of his mother. In his mother’s absence, Patrick perceived a blessing she left him from her background in accounting, which would later develop into his calling… the love for numbers.
Mr. Pope graduated from the University of North Carolina at Charlotte with a Bachelor’s degree in Business Science and Finance, with a concentration in risk management. From this point in his life he would go on and work for BB&T bank in multiple departments; insurance division, wealth management division, and finally their investment division. Patrick was awarded top sales producer in annual sales and revenue generated since 2017.
With rigorous studies, Patrick passed his investment license exams which consists of series 6,7,63, and 65. He also earned his designation of Chartered Retirement Planning Counselor (CRPC®), which required strenuous training regarding comprehensive financial planning for retirement preparation and execution. The ability to not only understand the complex strategies of investing, saving, and assessing risk, he now has the capability of teaching it to his clients.
Helping clients pursue financial independence is Patrick’s best reward he can receive.