Broker Check
Don Patrick, MBA, CFP®

Don Patrick, MBA, CFP®

Managing Director, IFG

EDUCATION/CERTIFICATION

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Master of Business Administration in Finance, University of Southern California
  • Bachelor of Business Administration in Finance/Economics, Loyola University, Los Angeles
  • *FIVE STAR Wealth Manager, Atlanta Magazine, 2009-2012
  • Financial Planning Association Member
  • Published in: The Wall Street Journal, Kiplinger’s Retirement Report, New York Daily News, Journal of Financial Planning, U. S. News and World Report
  • Author of Keep Your Nest Egg From Cracking (What You Need to Know)

Don brings over three decades of experience advising individuals, professionals, and businesses in a wide range of financial matters, from risk management, investments, and taxes, to general business consulting. He specializes in helping pre-retirees and retirees with the myriad of financial issues they face at this most important phase of their financial lives. The primary goal is to provide a lifetime income stream, improve returns, protect their principal, and manage taxes.

An aeronaut who’s been flying since age 16, Don has logged 12,000 hours mostly in jets for the Air Force and Eastern Airlines. He volunteers for and is an ardent supporter of Angel Flight, a non-profit organization of volunteer pilots who transport individuals with medical and financial needs. Don is also an avid golfer. He and his wife Eve reside in the Atlanta metropolitan area.

 

"I am proud to lead such a select group of independent business owners who are truly dedicated to bettering their client's lives. The independent advisors who have been vetted and selected to become members of our consortium are caring, passionate, giving, sincere, decisive, responsive, informed, straight-forward and are always in their client's corner."
- Don Patrick

 

*The 2012 award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.