Pat Housen

Pat Housen, CFP®

Managing Director

Manasquan, NJ

Pat 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. Pat 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, Pat was a partner at Accenture (formerly Andersen Consulting), where he advised many of the top Fortune 500 companies for twenty three years. He has experience in business strategy and investment planning and is a CERTIFIED FINANCIAL PLANNER™ professional.

Pat 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.