Patrick Tedesco, CFP®

Patrick’s life completely changed while serving in the Army’s 82nd Airborne Division during the Vietnam War. He was injured in combat and was sent to recover in St. Albans Naval Hospital in Queens, NY. There, he met a terrific woman, now his wife Cecile. They have been inseparable ever since.They both are extremely proud of their children and what they have accomplished. Joseph earned his Doctorate in Physics and Marie is a practicing corporate lawyer. Between them both, they have 3 grandchildren: Thomas, Quincy and Isabella Rose whom Pat and Cecile absolutely adore. Family is extremely important to them. They travel the country frequently to visit their family and clients. Pat and Cecile have lived in the Hampton Roads area for over 50 years. They strongly believe in giving back to their community.

Patrick transferred from Clemson University to Texas A&M where he completed his undergraduate degree. Later on he would return to Texas A&M and would earn his Doctorate in Environmental Design. He has taught graduate and undergraduate level classes and has used those skills to help educate his clients since beginning his career as a Financial Professional in 1984.

He is a CERTIFIED FINANCIAL PLANNER™ professional which identifies Patrick as an individual who has met the education and experience standards and who has made a commitment to serving clients with a dedication to ethical standards and professional conduct. He helps clients mirror their assets with their goals seeking to make their dreams come true.

Patrick has built a strong team, whose advisors include himself and Karen McNabb, his partner and CFP professional. They have a combined 60+ years experience within the financial services industry. Karen has been working alongside Pat for over 22 years and works closely with all their clients. Karen holds a BA from Rutgers University in Counseling.

Advisor Assistant, Cecile* has been by Patrick’s side through his Doctorate and business career. If you know Pat, you will shortly know Cecile as well as they are a package deal. She helps handle office operations and administration. She is the first person you will likely speak to when calling into the office. To round out Pat’s team are Kristen Hills*, Director of Operations, and Taylor Wright*, Director of Client Services. They focus on office administration, client transactions, and technical areas such as on line navigation that is available to our clients.

Finances can feel overwhelming. Patrick has over four decades of experience as a financial planner. He has been helping his clients to stay on course, pursue their goals to enjoy life, and help provide for their children’s education and estate needs. He and his entire team are strongly committed to assisting you in how you can pursue your life goals.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.