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Patrick Huey, CFP® Financial Advisor at Advantis (registered through CFS*), has been named a FIVE STAR Wealth Manager in the May issue of Portland Monthly magazine. This is the fourth consecutive year Patrick has been named a FIVE STAR Wealth Manager!
To qualify for the Five Star Wealth Manager award, individuals are evaluated on the following criteria:
Expertise that matters
Patrick Huey is our Financial Advisor registered through CFS* and Director of Advantis Investment Services. Patrick is a seasoned retirement planning and investment advisor who brings a global perspective to our local credit union. He has worked for some of the country's largest investment firms, managing over $130 million in assets in his most recent position. Prior to his career as a financial advisor, he served our country for several years as a flight officer and public affairs officer in the US Navy.
Patrick has earned the special distinction of CERTIFIED FINANCIAL PLANNERTM Practitioner
As a CERTIFIED FINANCIAL PLANNERTMpractitioner, Patrick has met rigorous education, examination, and experience standards set by the Certified Financial Planning Board of Standards, Inc. Patrick's distinguished certification means he has the long-term experience and in-depth knowledge to provide excellence in financial planning. If you are looking for a financial planner who will put your needs at the center of every financial planning engagement, look for a CFP® professional.
Meet Patrick Huey
Are you satisfied with your current investments, financial advisor, and interest rates? Contact Patrick for a complimentary consultation and you'll experience the difference right away. Patrick will take the time to listen to you, get to know you and understand your goals, and then help you create a plan that truly reflects who you are and where you want to go.
Get started today!
Schedule a complimentary consultation or call Patrick at 503-785-2574 today!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. **Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the market area to gather wealth manager nominations. Self nominations were not accepted. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. In 2014, 1,558 Portland wealth managers were considered for the award; 190 (approximately (13%) percent of the award candidates) were named Five Star Wealth Managers