Pat Ginefra

Patrick Ginefra CFED® has been working in the financial sector for over 25 years, helping clients across the country protect their assets and invest wisely. A successful financial consultant, speaker, coach, and entrepreneur, he founded his holistic financial services practice, in 2002 with a focus on Retirement Income and Tax Planning, Estate Planning and Wealth Preservation.

Pat is a member of National Association of Certified Financial Fiduciaries (NACFF®) and has earned the Certified Financial Fiduciary® designation which requires him to abide by a best interest and best standard of care with every one of his clients.  In addition Pat has also earned the Certified Financial Educator Designation and is an in-demand educational instructor on multiple topics, including understanding fiduciary laws; the DOL fiduciary rule; financial management; retirement income planning; Social Security and Medicare training; employee and workplace training; wealth management strategies; and more. His workshops, classes, and seminars are in constant demand due to his devotion to his craft, his passion for helping people improve their lifestyles, and his expertise in insurance, finance, tax, and estate planning issues.

Pat and his wife Beth have been married for 40 years and live in Wilmington, Delaware, their two sons Marco and Jesse are both employed in the family practice. The Ginefra family is active in their spare time, raising awareness about organ donation with the Gift of Life Foundation in the Greater Philadelphia area.


  • Member of National Association of Certified Financial Fiduciaries (NACFF®)
  • Certified Financial Educator (CFED®)
  • Life & Health Licensed
  • Annuity Licensed
  • Long Term Care Licensed


  • Retirement Planning
  • Tax Strategies
  • Annuities
  • Life Insurance
  • Long Term Care

Pat Ginefra

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