Patrick J. O’Connell, CFP®

Financial Advisor

PATRICK’S TREK

His Path:

Patrick O’Connell believes there is no better satisfaction than the kind that comes from helping people. As CERTIFIED FINANCIAL PLANNER™, he is able to help clients achieve financial independence while giving them confidence and obtaining outcomes they never thought possible. It’s exciting to get up every day and be on the front lines with his clients, guiding them each step of the way.

His miles:

After graduating with a bachelor’s degree in finance from Valparaiso University in 2005, Patrick joined Wealth Advisors Group. In 2012, he became a CERTIFIED FINANCIAL PLANNER™, making him one of the youngest financial professionals in the country to obtain the designation.The tireless work ethic and commitment that allowed him to obtain this designation and his background of competing in D-1 athletics, continue to drive him today.

With over a decade in the business, his passion for people and motivation to guide clients to financial independence drives him to invest deeply with each of his clients and their unique set of goals.

His Destination:

Patrick is committed to the Fort Wayne community after moving here in 2005. He and his wife Anna have one son, John. Outside of the office and chasing around a new born, Patrick is actively involved at Aboite Baptist Church and Matthew 25 Health and Dental Clinic. In addition, he can often be found, in the Summer months, running various races to support many great local organizations.

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