Patrick Menerey is a CERTIFIED FINANCIAL PLANNER™ professional with nearly 20 years of experience guiding individuals, families, and business owners through informed, strategic financial decisions. He entered the profession after witnessing how often people received advice misaligned with their needs, and he has built his practice around clarity, intentionality, and practical long-term planning.

Patrick develops comprehensive financial plans that integrate long-range goal setting, risk management, and tax-efficient strategies. He works closely with clients as they navigate major personal and financial milestones, helping them understand trade-offs, evaluate options, and make decisions with greater structure and confidence.

In addition to his work with individuals and families, Patrick partners with business owners on succession planning, buy-sell strategies, executive retention programs, retirement plan design, risk management, and coordinated strategies that support both business and personal objectives.

Patrick is a graduate of the University of Michigan and holds the CERTIFIED FINANCIAL PLANNER™ designation as well as FINRA Series 7 and Series 63 registrations. Outside of work, he enjoys spending time with his wife and two daughters and staying active in athletics.

 

CRN202902-10468326

Education

University of Michigan (2002-2006)

Hobbies

Outdoor activities, Golf, Soccer, F1 Racing, Baseball, Anything that involves my kids