Patrick Schneeman, CFP®, was recently named a partner with Boulay Financial Advisors, LLC.
Patrick joined Boulay Financial Advisors (BFA) in 2014 and has spent the last decade building client relationships and financial planning expertise. As he works with his clients to form comprehensive financial plans, Patrick offers a variety of services including retirement planning, investment management, tax planning and risk management. He utilizes software tools such as WealthNAVTM and Holistiplan to illustrate financial and tax planning strategies, and partners with the many resources at Boulay to add value for client relationships. Patrick is passionate about simplifying the complex to help clients define and achieve their financial goals.
Patrick has a Bachelor of Arts degree from Marquette University. He is a CERTIFIED FINANCIAL PLANNER™ Professional and is FINRA Series 66 Registered. He is actively involved in the Financial Planning Association of Minnesota, the Minnesota chapter of the Marquette University Alumni Association, and Boulay’s Emerge leadership development program. He has served on the Nativity School Advisory Council as a Finance Committee Member and is a member of the Ensemble Practice G2 Leadership Institute’s Class of 2023.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.