Pat created Currey Financial Consulting, LLC — a financial planning and investment management firm — in 1999. She began work in the Trust field in 1979; her career has involved long-term associations with several large regional banks. Career assignments have included departmental management, account administration, investment management, and business development in both Personal Trust and Institutional Trust environments. Pat earned the designation of Certified Employee Benefit Specialist (CEBS), through the joint program sponsored by the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. Pat graduated from the CFP® Program at the College for Financial Planning (Denver, CO), and earned the CERTIFIED FINANCIAL PLANNER™ designation through comprehensive testing. She also has earned a BS degree in Business Administration from Miami University (Oxford, OH) and a Master of General Administration, Financial Management Track, from the University of Maryland (College Park, MD). Currey Financial Consulting, LLC is a Registered Investment Advisor (RIA) in Maryland and Florida. Pat is a member of the International Society of Certified Employee Benefit Specialists (ISCEBS), the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Her application for membership has recently been accepted by the Martin County Estate Planning Council (MCEPC).
CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
