Patrick Shaw, CFP®, CRPC®

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Detroit Metropolitan Area

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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
  Associated with Patrick Shaw, CFP®, CRPC®
- Foundation Board Member
  Issued by Friends of the Plainfield Park District on Mar 2007
  Associated with Patrick Shaw, CFP®, CRPC®