Patrick McGinnisCFA®, CFP®
Patrick joined Moneta in 2001 while attending St. Louis University, earning a B.S. in Finance. Continuing his work at Moneta allowed him to develop the needed skills and experience to become a Partner in 2013. Patrick currently serves on the firm’s Board of Mangers and as the Board Chair for the Marketing Committee.
Outside of work, Patrick is an active member of the St. Louis community. He and his wife have three children. He is an avid Cardinals fan who also enjoys cycling, swimming and golf. Patrick is involved in coaching his children’s athletic teams and believes that many life lessons are learned through playing sports.
- CHARTERED FINANCIAL ANALYST™
- CERTIFIED FINANCIAL PLANNER™
- Moneta, Board of Directors
- St. Gabriel, Board of Education
QUESTIONS YOU SHOULD ASK YOUR ADVISOR TEAM
What is your client-to-advisor ratio?
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR Plan?
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
WE ARE YOUR FAMILY CFO
We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.