Patrick H. Boutilier is a Financial Advisor with Waddell & Reed in the Hamden, CT office. He has earned the distinction of the title of CMFC (Charter Mutual Funds Counselor) and CRPC (Charter Retirement Planning Counselor). Patrick specializes in helping both individuals and businesses realize their goals and dreams by working closely with his clients on all wealth planning needs.
Patrick focuses his practice on:
- Analyzing existing financial planning strategies
- Wealth preservation strategies
- Retirement planning strategies for businesses and Individuals
- Identifying appropriate investment strategies
- Risk management strategies
Patrick has been in the financial services profession since 2006. He enjoys working under the umbrella of an organization that shares his commitment of understanding his client’s needs and a focus on comprehensive financial planning services. Patrick utilizes his experience by developing strategies which focus on helping protect assets from market volatility, customizing portfolios to the client’s goals and constraints, and assisting clients with maneuvering life’s changes, challenges and opportunities.
Patrick earned a Bachelor’s degree from Quinnipiac University in Hamden Connecticut. He enjoys golf, skiing, and spending time with his wife Cindy and his two daughters Giuliana (4) and Emilia (1).
CRPC conferred by College for Financial Planning.