Certified Financial Planner @ (March 2025 - November 2025)
Senior Product Manager @ (March 2024 - March 2025)
Product Manager-Wealth Management @ (April 2019 - April 2024)
Advanced Planning-Team Lead @ (July 2014 - March 2019)
Financial Advisor @ (September 2011 - June 2014)
Financial Advisor @ (June 2003 - August 2011)
Patrick Noonan Education
The University of Chicago Booth School of Business
CPWA Certificate
2025-2025
Fairfield University 1999-2003
Catholic Memorial School 1994-1999
Patrick Noonan Summary
Patrick Noonan, based in Boston, MA, US, is currently a Managing Director, Wealth Strategy at Merit Financial Advisors. Patrick Noonan brings experience from previous roles at Blueprint Wealth Advisors, LLC, Advisor360° and Commonwealth Financial Network. Patrick Noonan holds a 2025 - 2025 CPWA Certificate @ The University of Chicago Booth School of Business. Patrick Noonan has 1 emails and 1 mobile phone numbers on RocketReach.
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