Pat Housen

Pat Housen, CFP®

Managing Partner & Senior Wealth Advisor

Manasquan, NJ

Patrick is a CERTIFIED FINANCIAL PLANNER professional and managing partner. He provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs. Patrick also provides integrated planning and investment strategies for growing and protecting clients’ wealth including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner Wealth Advisors, Patrick was a partner at Accenture (formerly Andersen Consulting), where he advised many of the top Fortune 500 companies for twenty three years. He has expertise in business strategy and investment planning.

Patrick has a bachelor’s degree in business management with an emphasis on finance from Susquehanna University. He studied international business at the University of Copenhagen in Denmark and attended Northwestern University Kellogg School of Management’s Advanced Business Management Program.

 

FINRA’s BrokerCheck

Advisory services offered through Mariner Wealth Advisors-Manasquan, Registered Investment Advisor. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Mariner Wealth Advisors-Manasquan and the above firm are independent, and non-affiliated. Tax or legal services are not offered through, or supervised by Lincoln Investment.