Patrick Chevalier began his career working with one of the U.S. major wirehouses as a Financial Advisor, where he gained a few years of experience and learned the business. Next, he transitioned to working at a Registered Investment Advisory firm as a Wealth Advisor to gain further experience there and learn that side of the business. Over that time, he continued his Financial Planning education by completing the Board-Certified Financial Planner Education at the University of Texas at Austin.
With a half a decade of planning experience and building his clients’ trust Patrick branched out and founded his own firm Chevalier Wealth & Associates.
Much of the work that Patrick does with his clients is focused on balancing multiple long-term and short-term financial/investment goals. Coupled with personal finance education with an eye toward how every decision affects the family.
Patrick believes this is what makes him different, and his client satisfaction stands out from the crowd in his field.
LICENSES & ACCREDITATIONS
- Financial Advisor
- Licensed Producer, Life, Health & Annuity
- Insurance Specialist
AREAS OF EXPERTISE
- Retirement Planning
- Tax Planning
- Life Insurance & Long-Term Care
- Annuities & Investments
- Estate Planning