Patrick O’HareCFP®
Vice President•Financial Planning Strategist
Patrick O’Hare is a financial planning strategist for CIBC Private Wealth in New York with 5 years of industry experience. In this role, he works closely with relationship managers, wealth strategists and business development officers to provide clients and prospects across the country with cash flow, retirement and estate planning analyses.
Prior to joining the firm, Patrick was an associate relationship manager at Beacon Trust, where he worked closely with senior advisors to develop financial plans and engaged directly with clients to support their financial planning needs.
Patrick earned a Bachelor of Science in marketing from Siena University. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
