With his knowledge and experience, Patrick can help make sure you are comfortable with your investment plan. From there, he will regularly monitor your plan to determine if it is meeting your financial goals.
Patrick Maher uses his education and more than 17 years of professional investment services experience to help members like you make informed decisions about your investment and retirement plan options. Patrick is a Financial Consultant, registered through our broker/dealer CUSO Financial Services, L.P. (CFS).
Patrick earned a Master's degree in Personal Financial Planning from the College for Financial Planning, and a Bachelor's degree in Interdisciplinary Studies from Wayne State University. He also is a CERTIFIED FINANCIAL PLANNERTM professional and Chartered Retirement Planning CounselorSM from the College for Financial Planning.
Patrick also is registered and holds his Series 7, 24, 63, and 65 licenses through CFS. Additionally, Patrick is FINRA securities licensed in Arizona, California, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee and Texas. He has Life and Health Insurance licenses with the State of Michigan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.