MCNAMARA WEALTH MANAGEMENT
Patrick A. McNamara, CFP®, CPA
CERTIFIED FINANCIAL PLANNER™
CERTIFIED PUBLIC ACCOUNTANT
(708) 966-4823
patrick.mcnamara@lpl.com
My passion for finance began during a stock market project in economics class when I was 16 years old. This led to a degree in Finance from Benedictine University where I graduated with honors and played outfield and hit leadoff for Benedictine's baseball team.
My career started as a financial advisor at Ameriprise Financial in 2006 and I made the decision to go independent and start McNamara Wealth Management in the summer of 2009. This decision was both challenging and rewarding and I can't express my gratitude enough to my loyal clients that stuck with me through the change. While I am grateful to Ameriprise for providing the platform and training that gave me my start, by transitioning to an independent broker dealer, I was able to create a reputation for my own business instead of being defined by another company.
Over the years I have continued to expand my expertise, knowledge base, and services by acquiring additional licenses and designations above and beyond what is required to do business. These include the CFP®, CPA, CRPC®, AAMS®, and the Series 24*.
Today, I am happily married to my beautiful wife Julie and am a proud father of my two wonderful children Logan and Cecily. I spend much of my free time with my family and enjoy reading, working out, the occasional round of golf, traveling, and watching sports.
*Series 24 is held with LPL Financial.