Patrick Brewer Email & Phone Number
Chief Executive Officer @ WealthPlan Group
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Patrick Brewer Location
- Austin, TX, US
Patrick Brewer Work
- 2024 -now Chief Executive Officer @
- 2021 -2023 President and CMO (Acquired) @ WealthSource Partners, LLC
- 2019 -2023 Founder and CEO (Acquired) @
- 2016 -2021 Founder and CEO (Acquired) @ SurePath Wealth Management
- 2014 -2015 Managing Partner (Acquired) @ Pennington Financial Group
- 2010 -2014 Regional Director - Financial Advisor Services @
- 2008 -2010 Associate @
Patrick Brewer Education
- Alfred Lerner College of Business & Economics at University of Delaware
BS (Finance)
2003-2007 - University of Delaware
Bachelor of Science (BS), Finance, General (Finance)
2003-2007
Patrick Brewer Skills
- Wealth Management
- Tax Advisory
- Inheritance Tax Planning
- Business Advisory
- Tax-advantaged Investment Strategies
- Mergers & Acquisitions
- Succession Planning
- Portfolio Management
- Business Tax Planning
- Financial Advisory
- Tax Compliance
- Tax Deferred Exchanges
- Qualified Retirement Plans
- Forwards
- Options Strategies
- Equity Compensation
- Cash Flow Forecasting
- Estate Planning
- Financial Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Investment Management
- Investment Advisory
- Real Estate Investment Trust (REIT)
- Finance
- Capital Markets
- Real Estate Transactions
- Lean Startup
- Estate Tax Planning
- Investment Strategies
- Investment Properties
- Real Estate Investment Consulting
- Financial Forecasting
- Diversification
- Marketing Strategy
- Social Media Marketing
- Mental Models
- Practice Management
- Strategic Leadership
- Entrepreneurship
Patrick Brewer Summary
- Patrick Brewer, based in Austin, TX, US, is currently a Chief Executive Officer at WealthPlan Group. Patrick Brewer brings experience from previous roles at WealthSource Partners, LLC, Model FA, SurePath Wealth Management and Pennington Financial Group. Patrick Brewer holds a 2003 - 2007 BS in Finance @ Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes Wealth Management, Tax Advisory, Inheritance Tax Planning, Business Advisory, Tax-advantaged Investment Strategies and more. Patrick Brewer has 2 emails on RocketReach.
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Others Named Patrick Brewer
Patrick Brewer
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Patrick Brewer
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New York, NY, US
Patrick Brewer
Chief Executive Officer
Austin, TX, US
Top WealthPlan Group Employees
Drew Dintaman
Wealth Advisor
Rancho Santa Margarita, CA, US
Dante Smith
Chief Investment Strategist
Texas, United States
Zak Leedom
Head of Advisor Services
Santa Monica, CA, US
Deandre Geels
Director of Corporate Development
Austin, TX, US
Christine Behlen
New Business Coordinator
Omaha, NE, US
Marc Geels
Managing Partner
Sioux City, IA, US
Patrick Brewer
Chief Executive Officer
Austin, TX, US
Drew Coble
Wealth Advisor Associate at Wealthplan Group
Overland Park, KS, US
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