Patrick Shaw, CFP®, CRPC®

Patrick Shaw, CFP®, CRPC®

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  • Timeline

  • About me

    Managing Director at Fortitude Financial Partners

  • Education

    • Illinois Valley Central High School

      1996 - 2000
      General Studies
    • North Central College

      2000 - 2005
      Bachelors Physical Education

      Activities and Societies: Basketball Team 2001-2003

    • College for Financial Planning

      -
      CFP ® Financial Planning and Services
    • College for Financial Planning

      -
      CRPC Financial Planning and Services

      Chartered Retirement Planning Counselor

  • Experience

    • Ameriprise Financial Services, Inc.

      Aug 2006 - Oct 2009
      • Advisor Coach

        Mar 2007 - Oct 2009
      • Financial Advisor

        Aug 2006 - Oct 2009
    • Charles Schwab

      Oct 2009 - Apr 2013
      VP-Financial Consultant
    • JPMorgan Chase Bank N.A.

      Apr 2013 - Sept 2016
      VP-Private Client Advisor
    • Mariner Wealth Advisors

      Sept 2016 - Oct 2022
      • Regional Managing Director and Senior Wealth Advisor

        Jul 2022 - Oct 2022
      • Managing Director and Senior Wealth Advisor

        Jan 2021 - Oct 2022
      • Director and Senior Wealth Advisor

        Sept 2019 - Oct 2022
      • Senior Wealth Advisor

        Jun 2018 - Oct 2022
      • Wealth Advisor

        Sept 2016 - Oct 2022
    • Lido Advisors, LLC

      Jan 2023 - Mar 2024
      Senior Vice President - Senior Wealth Manager
    • Fortitude Financial Partners

      Mar 2024 - now
      Managing Director
  • Licenses & Certifications

    • Certified Financial Planner

    • Chartered Retirement Planning Counselor

  • Volunteer Experience

    • Club Member - Milford, MI

      Issued by Rotary International on Jun 2024
      Rotary InternationalAssociated with Patrick Shaw, CFP®, CRPC®
    • Foundation Board Member

      Issued by Friends of the Plainfield Park District on Mar 2007
      Friends of the Plainfield Park DistrictAssociated with Patrick Shaw, CFP®, CRPC®