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CFP®, CASL®, ChFC®,CLU®, RICP® Financial Services Representative Investment Advisor Representative

Patricia McCabe has almost over a decade of experience in the Financial Services Industry. She has a strong philosophy of educating her clients on their financial needs and the reality of their retirement readiness. Patricia strives to be a trusted resource for her clients, most of which are centered in the Greater Philadelphia area.

Patricia is able to help her clients reach their financial goals by focusing on implementing effective insurance, retirement income, and investment strategies.

For most of her career, Patricia has focused a large portion of her business in the Non-Profit Market; specifically working with employees and retirees from three local school districts; Lower Merion, Upper Darby, and Philadelphia. Patricia received her B.S. from the University of Wisconsin and a Master’s of Fine Arts from Temple University.

Patricia has attained the CFP® (Certified Financial PlannerTM), CASL® (Chartered Advisor for Senior Living), ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter), and RICP® (Retirement Income Certified Professional) designations from the American College. She also has her Property & Casualty License.

Patricia resides in Philadelphia, PA and some of her hobbies include tennis, gardening, and travel.