Patrick Ford, CFP®, ChFC®
Financial Advisor
Pat has been a Financial Advisor since January of 2000. He strives to develop lifelong relationships with his clients working with them in a consultative, face to face manner. This consultative approach allows Pat to come up with customized strategies based on their needs and goals. He helps his individual and business clients using the following products and services:
- Fixed income investments – Mutual Funds, ETF’s
- Retirement Planning – IRA’s, Roth IRA’s, SEP & Simple IRA’s, 401k, 403b, 457, profit sharing, and pension plans
- Education Planning – Coverdell ESA, 529 Plans
- Investment accounts
- Investment Advisory programs
- Life Insurance
- Annuities
- Disability & Long Term Care planning
- Health Insurance -Business planning
- Financial planning
Patrick is a life long resident of Ulster Park, NY where he resides with his wife, Jill, and their three children.
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Aspire Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.