Patrick Shaw, CFP®, CRPC®
Designations and Licenses
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor℠ professional.
Experience and Education
Patrick provides holistic and comprehensive wealth management solutions to help his clients reach their financial goals. Prior to joining Mariner Wealth Advisors, he served as vice president and a private client advisor at JPMorgan Chase. In this position, he guided clients through all stages of the financial planning process. Prior to that, he was vice president and a financial consultant at Charles Schwab. He began his career at Ameriprise Financial.
Patrick has a bachelor’s degree in education from North Central College.
Patrick enjoys coaching youth sports, mainly basketball, and is a member of the Benjamen of Huron Valley fundraising organization.