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Patrick Doland, CFP®, AIF®

Patrick doland, cfp®, aif®

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location of Patrick Doland, CFP®, AIF®Northbrook, Illinois, United States
Phone number of Patrick Doland, CFP®, AIF®+91 xxxx xxxxx
Followers of Patrick Doland, CFP®, AIF®177 followers

  • Timeline

    Current Company
    Oct 2003 - now

    Owner

    Reason Financial Advisors, Inc.

  • About me

    Retired owner of Reason Financial Advisors, Inc.

  • Education

    • Jl kellogg graduate school of management, northwestern university

      -
      Mba

    • Graduate school of banking at the university of wisconsin in madison, wi.

      -
      Certificate

    • Upper iowa university

      -
      Ba

  • Experience

    • Reason financial advisors, inc.

      Oct 2003 - now
      Owner

      I advise clients on portfolio management issues including investment selection and monitoring. I also assist clients in developing financial independence through comprehensive financial planning. Areas addressed include goal planning, asset allocation, executive compensation, employer stock options, retirement planning, education funding, estate planning, insurance planning, and individual income tax planning.

  • Licenses & Certifications

  • Volunteer Experience

    • Past President

      Issued by Rotary Club of Northbrook
      Rotary Club of NorthbrookAssociated with Patrick Doland, CFP®, AIF®

    • Past President

      Issued by Northbrook Civic Foundation
      Northbrook Civic FoundationAssociated with Patrick Doland, CFP®, AIF®

    • Past Board Member

      Issued by United Way/Crusade of Mercy
      United Way/Crusade of MercyAssociated with Patrick Doland, CFP®, AIF®

    • Prior Member of the Board Trustee

      Issued by Graduate School of Banking at the University of Wisconsin - Madison
      Graduate School of Banking at the University of Wisconsin - MadisonAssociated with Patrick Doland, CFP®, AIF®