Patrick McGinnis CFA®, CFP®
Direct (314) 244-3288 | firstname.lastname@example.org
Moneta Group Partner Patrick McGinnis is dedicated to helping his clients reach their financial goals.
Patrick earned his B.S. in Finance at Saint Louis University. In 2001, Patrick joined Moneta group as an intern for Don Kukla. He became one of the youngest holders of the CHARTERED FINANCIAL ANALYST® designation. With more than ten years of experience in the financial industry, he is now a senior advisor.
Although Patrick enjoys technical details, he also develops life-long relationships with his clients. Patrick and the Kukla McGinnis Brown Team accomplish this not only by working through the technical side, but also by understanding each client’s values and dreams.
Outside of his work at Moneta, Patrick is an active member of the St. Louis community. He and his wife, Emily, have three children. Patrick has found that coaching his children’s athletic teams is a great way to get to know them. He is an avid Cardinals fan who also enjoys cycling, swimming, and Tough Mudder events.
- CHARTERED FINANCIAL ANALYST™
- CERTIFIED FINANCIAL PLANNER™
- Junior Achievement of Greater St. Louis
- Springboard, Board of Directors