Patrick Johnson

Associate, Client Advice

Certifications:

Certified Financial Planner™ Candidate (CFP®)

Education:

B.B.A. Financial Planning, Temple University

Joined Us In:

2021

“…I look forward to using my passion for financial planning to help set Concentus’ clients up for investing success, while building lasting, valuable relationships along the way.”

My Story

My journey into the world of finance began in high school when I took my first financial management class. My class was taught by a former options trader on the Philadelphia Stock Exchange who, luckily for me, had 20+ years of experience in the industry for me to learn from.

Before I knew it, I found myself visiting his classroom after school to pick his brain on various investing principles that I had just started to learn. Ever since then, investing has been a passion of mine that I have continued to pursue further.

Confident in my direction, I decided to major in Financial Planning at Temple University to pursue a career in helping others achieve their financial dreams.

After graduating from Temple University in May 2020, I started my career at Vanguard as an Onboarding Specialist. In this role, I was able to lay the groundwork for my investment acumen in the “real world,” while assisting clients from all walks of life.

My career at Concentus began in May 2021, where I currently serve as a Client Advice Associate, supporting our Directors of Client advice. I look forward to using my passion for financial planning to help set Concentus’ clients up for investing success, while building lasting, valuable relationships along the way.

My Prior Experience

I started my career at Vanguard as an Onboarding Specialist.

My Certifications/Licenses

  • Certified Financial PlannerCandidate (CFP®)

Family

Born and raised in Springfield, PA

Favorite Quotes

The biggest risk of all is not taking one.” – Mellody Hobson

Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

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U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.