Patrick Wallace Email & Phone Number
President @ Higher Strata Wealth Management, LLC
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Patrick Wallace Location
- Fort Worth, TX, US
Patrick Wallace Work
- President @ (July 2009 - Present)
- CERTIFIED FINANCIAL PLANNER ™ @ (September 2005 - July 2009)
- Financial Advisor @ (September 2002 - August 2005)
- Regional Manager @ (November 1986 - July 2000)
- Senior Engineer @ (February 1981 - November 1986)
- Aerosystems Engineer @ (May 1977 - February 1981)
Patrick Wallace Education
- The American College of Financial Services
CERTIFIED FINANCIAL PLANNER ™
2004-2006 - Texas Christian University
Executive MBA
2000-2002 - The University of Texas at El Paso
Bachelor of Science (Electrical Engineering)
1973-1977
Patrick Wallace Skills
- Financial Goals
- Retirement
- Estate Planning
- Investments
- Portfolio Management
- IRAs
- Retirement Planning
- Investment Advisory
- Risk Management
- Wealth
- Financial Advisory
- Wealth Management
- Investment Strategies
- Series 7
- Asset Allocation
- 401k
- Fixed Annuities
- ETFs
- Alternative Investments
- Finance
- Customer Service
- Microsoft Office
- Marketing Strategy
- Program Management
- Strategy
Patrick Wallace Summary
- Patrick Wallace, based in Fort Worth, TX, US, is currently a President at Higher Strata Wealth Management, LLC. Patrick Wallace brings experience from previous roles at LPL Financial, Morgan Stanley, Intel and Abbott Laboratories. Patrick Wallace holds a 2004 - 2006 CERTIFIED FINANCIAL PLANNER ™ @ The American College of Financial Services. With a robust skill set that includes Financial Goals, Retirement, Estate Planning, Investments, Portfolio Management and more. Patrick Wallace has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Higher Strata Wealth Management, LLC Employees
Patrick Wallace
President
Fort Worth, TX, US
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