Cfp Patrick Carroll
With over 35 years of financial and business consulting experience, I've felt the various pain points business owners... | Rockville, Maryland, United States
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Cfp Patrick Carroll’s Emails pa****@na****.com
Cfp Patrick Carroll’s Phone Numbers No phone number available.
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Cfp Patrick Carroll’s Location Rockville, Maryland, United States
Cfp Patrick Carroll’s Expertise With over 35 years of financial and business consulting experience, I've felt the various pain points business owners experience every day and was committed to finding a comprehensive solution. I am dedicated to help owners protect and grow their businesses in an approachable way. It was what lead me to create the The Lifestyle Protector Program, a simple, step-by-step approach to continuity, succession and transition planning that could be easily incorporated into the hectic schedule of business owners. When I'm not helping clients grow and protect their business, I enjoy traveling the world with Julie, my wife of 37 years and our two grown daughters. Don’t worry! When I'm on an adventure, I have a team of experts in place who are ready and waiting to assist you.
Cfp Patrick Carroll’s Current Industry The Dynamic Advisor Network
Cfp
Patrick Carroll’s Prior Industry
Obsidian Business Planning Solutions
|
The Dynamic Advisor Network
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Work Experience
The Dynamic Advisor Network
Founder
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Obsidian Business Planning Solutions
Founder and CEO
Mon Aug 01 1983 00:00:00 GMT+0000 (Coordinated Universal Time) — PresentSkills
Languages
Cfp Patrick Carroll Email Addresses
FAQ About Cfp Patrick Carroll
-
Cfp Patrick Carroll is located at
Rockville, Maryland, United States -
Cfp Patrick Carroll is a
With over 35 years of financial and business consulting experience, I've felt the various pain points business owners experience every day and was committed to finding a comprehensive solution. I am dedicated to help owners protect and grow their businesses in an approachable way. It was what lead me to create the The Lifestyle Protector Program, a simple, step-by-step approach to continuity, succession and transition planning that could be easily incorporated into the hectic schedule of business owners. When I'm not helping clients grow and protect their business, I enjoy traveling the world with Julie, my wife of 37 years and our two grown daughters. Don’t worry! When I'm on an adventure, I have a team of experts in place who are ready and waiting to assist you. The Dynamic Advisor Network -
Cfp Patrick Carroll currently works in the
The Dynamic Advisor Network -
Cfp Patrick Carroll specializes in
With over 35 years of financial and business consulting experience, I've felt the various pain points business owners experience every day and was committed to finding a comprehensive solution. I am dedicated to help owners protect and grow their businesses in an approachable way. It was what lead me to create the The Lifestyle Protector Program, a simple, step-by-step approach to continuity, succession and transition planning that could be easily incorporated into the hectic schedule of business owners. When I'm not helping clients grow and protect their business, I enjoy traveling the world with Julie, my wife of 37 years and our two grown daughters. Don’t worry! When I'm on an adventure, I have a team of experts in place who are ready and waiting to assist you. -
Cfp Patrick Carroll speaks the following languages:
No languages available. -
Cfp Patrick Carroll has prior experience in the following industries:
No prior industries available. -
Cfp Patrick Carroll has the following professional experience:
The Dynamic Advisor Network , Obsidian Business Planning Solutions . -
You can view Cfp Patrick Carroll’s
LinkedIn profile at LinkedIn URL. -
Cfp Patrick Carroll’s work email addresses are
[email protected] . -
Cfp Patrick Carroll works at
The Dynamic Advisor Network
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