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Specialties
Patrick Wire, MBA, CRPC™, ChSNC®, is a Registered Representative and licensed insurance professional with Folino Tax & Financial Network.
He earned both a Bachelor of Arts in Marketing and a Master of Business Administration from Loyola University New Orleans. He holds the Chartered Retirement Planning Counselor™ designation and the Chartered Special Needs Consultant® designation from The American College of Financial Services. He also holds California Insurance License #4262034. Patrick’s approach to financial planning is deeply informed by personal experience. He is the father of a daughter with intellectual and developmental disabilities and the full-time caregiver for his mother, who is living with Alzheimer’s disease. These experiences have given Patrick a firsthand understanding of the emotional, practical, and financial challenges families may face when caring for someone they love. This perspective has led Patrick to focus much of his work on families caring for loved ones with special needs, disabilities, or changing long-term care needs. He helps clients consider how financial planning, retirement strategies, insurance, and coordination with legal and tax professionals can work together to support quality of life and prepare for an uncertain future. Patrick understands that effective planning must address more than numbers. It should reflect the needs, values, relationships, and hopes of the people it is designed to serve. Known for his approachable and engaging style, he works to make complicated subjects easier to understand so families can make thoughtful decisions with greater clarity and confidence.
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Always free for clients.
MBA, CRPC™, ChSNC®
Chartered Designations
What do these credentials mean?
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Registered Representative offering securities through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.