Gerard Patin, CFP, Patin Wealth Partners

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Lafayette, LA
Gerard Patin, CFP, Patin Wealth Partners

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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.

$\$100 not spent is more like \$143. Intrigued?$

11/02/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

10/30/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

10/28/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

10/26/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

10/23/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

10/19/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

10/16/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

10/14/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

10/12/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

10/09/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Address

2014 W. Pinhook Road Ste 502
Lafayette, LA
70508

Telephone

+13375080518

Website

https://www.patinwealthpartners.com/

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