Patrick Finneran, CFP®
Clifton StrengthsFinder®
Belief – Relator – Consistency – Intellection – Connectedness
Patrick is passionate about helping people align their money with their values. With the focus of building long-term relationships, he enjoys uncovering goals and aspirations through meaningful conversations, and empowering clients to make informed financial decisions that will have a lasting impact.
Patrick’s favorite Joseph Group core value is humility. He has found that thinking of ourselves less allows us to naturally think of others more and cultivates a spirit of curiosity and perpetual learning, which are important in the work he does serving clients.
He holds a Bachelor of Science in Economics from Miami University’s Farmer School of Business in Oxford, OH and has over a decade of experience working with clients prior to joining The Joseph Group. He has earned the Certified Financial Planner® designation and is a member of the Financial Planning Association.
A central Ohio native, Patrick now lives in Hilliard with his wife Julie and their three children Lucas, Elizabeth and Timothy. When not at work you can find him traveling with family, on the golf course searching for a hole-in-one, or enjoying coffee over an inspirational book.