Patrick K. Wallace, ChFC, CFEd

Patrick K. Wallace, ChFC, CFEd

Financial Advisor

Phone: (469) 737-4144
E-mail:


 

Patrick joined the financial services industry in 2006 with Aflac where he earned the Rookie of the Year Award for his North Texas Region. In 2007 he was awarded with the Penn Mutual President’s Club Award. In addition, Patrick earned his Certified Financial Educator (CFEd®) designation and completed the Wharton School Retirement Income Planning program in 2013.  He was also awarded the 2014 *Women’s Choice Award identifying advisors and firms women can trust as seen in USA Today, and recently completed the Chartered Financial Consultant (ChFC®) program through the American College.

Patrick and his wife Lindsey reside in Lake Dallas, TX. They have two sons, Colt and Eli. When he is not working, Patrick enjoys spending time with his family, traveling, and playing basketball.

Patrick studied communications at Fort Lewis College Durango, Colorado.  He has his Series 6, 63 and Group 1 Life, Accident, Health, and HMO.

 

 

 
 

*The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the voice of women, in partnership with the Women’s Institute for Financial Education (WIFE.org) in an effort to help women make smart financial choices. WIFE.org is recognized as the longest running non-profit organization dedicated to providing financial education to women in their quest for financial independence. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or WIFE.org or its partners and affiliates and is no guarantee as to the future investment success..

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck