Pittsburgh, PA
Patrick Scherer
SVP & Wealth Advisor
Patrick Scherer is a highly experienced financial advisor with over 10 years of wealth management experience. At Compound Planning, Pat advises individuals and families, including business professionals, engineers, business owners, and retirees, to create customized financial strategies that align with their unique needs and objectives. Pat specializes in high-net-worth retirees and pre-retirees, focusing on complex tax and income planning, trust and estate design, concentrated position hedge strategies, and alternative investments. He leverages his deep understanding of global asset allocation strategies to provide tailored solutions. ...
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Experience
CW Advisors
5 years
Wilmington Trust
5 years
Citigroup
1 year
Qualifications
Canisius University
B.A., Economics & Finance
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Chartered Financial Consultant®
ChFC®
Specialities
Investment Management
Alternative Investments
Financial Planning
Retirement Planning
Tax Planning
Equity Compensation
Estate Planning
Asset Allocation
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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