Pat Green (CFP®)
Pat Green focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Pat Green started Green Financial Planning to provide fiduciary, fee-only, time-based financial planning and investment management to real people from all walks of life throughout Central Florida. He does not set minimum income or net worth requirements to engage in financial planning, investment consultation, or portfolio review services. He can meet remote/digitally.
As an Advisor he wants to help you bring clarity to your financial well-being, by knowing your goals and priorities. He wants to know what you want to happen and align this with your money. He has the CERTIFIED FINANCIAL PLANNER™ designation and has always had an interest in personal finance and investing. Now he can help others.
His life experiences complement his formal education. Pat earned a Bachelor’s degree from the University of Florida and a Master’s from Troy University. For several years he served as a Naval Aviator in the United Stated Navy. The time serving our country further instilled discipline, trust, honesty, and integrity to the foundation of his family upbringing in Apopka, Florida. Throughout his career he has worked for public and private businesses in Florida, Missouri, and Iowa. All of these have afforded him the opportunity to have many roles leading and mentoring people to accomplish the task at hand.
Additional Information
Currently, Pat, his wife, and two children live in Brooksville, Florida. They enjoy watching the children’s participation in school activities and sports. The family appreciates a good hike, or any time spent outside.
Pat offers a free, no-obligation Get Acquainted meeting where you can discover for yourself if his services are right for you. Please visit his website www.patgreenfp.com to find out more and contact information to schedule an initial meeting.
NAPFA Start Date
March 10, 2016
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