Patrick Pryz, CFP^®

Designations and licenses

Patrick is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Patrick provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Patrick spent eight years working for a variety of firms as a wholesaler. In this role, he consulted with wirehouse, independent and RIA financial advisors across the country. He has significant experience with emerging market mutual funds, ETFs, SMAs and REITs. Before that, he was a financial consultant for five years with Fidelity Investments, where he provided financial planning services and investment guidance to individuals and families.

Patrick has a bachelor’s degree in business with a concentration in finance from Franklin & Marshall College. While there, he was a member of the varsity basketball team.

Personal interests

Away from the office, Patrick enjoys traveling and spending time with his wife and children. Other interests include basketball, golfing and surfing.

Patrick’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.