Gerard Patin, CFP, Patin Wealth Partners

Gerard Patin, CFP, Patin Wealth Partners Patin Wealth Partners, CFP I have the skills, knowledge, and experience required to help meet my client's established goals.

My goal is to use my skills as a CERTIFIED FINANCIAL PLANNER™ professional to provide families and business owners with assistance in building their financial freedom. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell insurance and securities in Louisiana, Texas, Alabama, and Mississippi. Securities offered through Cetera Advisors LLC, member FINRA/

SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.

The S&P 500 is ubiquitous. Ever wonder how it works?
09/09/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Even if you’re young and single, you should still consider protecting yourself with insurance.
09/07/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

Do you know the difference between a global mutual fund and an international mutual fund?
09/04/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

How much could you receive from Social Security? Here’s what to expect.
09/02/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
08/31/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

08/28/2026

Do you know how to make a social impact with your investments? Read more now.

Whether you realize it or not, you’ve allocated your assets.
08/26/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

You face sequence of returns risk. Know what it is?
08/24/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Facing divorce? Don't overlook changes to your insurance coverage.
08/21/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Address

2014 W. Pinhook Road Ste 502
Lafayette, LA
70508

Telephone

+13375080518

Website

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