About My Practice
Patrick entered the financial services industry in 2011. Patrick has dedicated himself to helping retirees pursue their future goals. He specializes in Federal Retirement, Taxes, Medicare, Investment Advising and Financial Planning.
He has studied economics and finance at the University of Maryland Baltimore County from 2007 to 2011. Patrick is an Investment Advisor Representative, having passed the Series 65 securities exam, and holds his life and health insurance license. He has recently been awarded with a Chartered Financial Consultant designation with the American College of Financial Services.
Patrick was born and raised in Montgomery County, MD. He and his wife, Himani, currently reside in Germantown, Maryland, with their newborn, Arniko. Outside of being a financial advisor, Patrick enjoys training as a third-degree black belt in Tang Soo Do, playing the bass guitar, and traveling to his wife’s home country of Nepal.
For federal retirement workshop locations and dates, visit: https://www.fedimpact.com/LCP
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life and Health
Security Licenses: Series 65
Education: Economics and Finance at UMBC
Investment Advisor Registration: Milestone Asset Management
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions and/or loads for investment products purchased
My Association with the Office or Firm