Christopher “Cory” White, CFP®
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Pat works closely with clients to implement wealth management solutions. He helps clients make informed, intelligent, and independent decisions regarding their wealth management needs.

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Education

Villanova University

Read more about Pat

What do you value most in your client relationships?

Developing multi-dimensional client relationships which extend beyond the normal “day to day” client-advisor communication.

What's the one thing people say you're best at?

Efficiency.

What do you enjoy most about working at Modera?

The client-first mentality.

Where did you grow up? Where do you live now?

I grew up in Wayne PA, and current live in Wayne with my girlfriend Brittany and our dog Charlie.

Patrick’s Insights

How to Manage a Windfall: Five Crucial Steps

More money, more potential problems? There are several issues that should be addressed quickly whether your expected windfall is from an inheritance, a business sale, a large bonus or winning the lottery.

2021-09-14T15:21:35+00:00
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