Patrick J. Moylan is a Certified Financial Planner™ with Moylan Kropp. In this role, he works directly with clients to understand their needs and concerns in order to develop and implement a customized financial planning strategy designed to achieve their goals. He works specifically in the areas of investment, portfolio management, corporate stock option planning, tax, insurance, retirement planning, charitable planning, and estate planning needs.
Patrick is a member of Financial Planning Association and Financial Services Institute.
Patrick and his wife, Jennifer, have four children Kiera, Finley, Brendan, and Molly. In his free time, he enjoys spending time with family and friends and attending sporting events, and he likes to golf, fish, hike, and stay physically fit.
Degree in Business Administration and Finance with an emphasis in marketing from Nebraska Wesleyan University
Certified Financial Planner™
Chartered Life Underwriter® and Chartered Financial Consultant® from The American College
Series 7, 24, 63, 65, and state life and health