Patrick Foley is a Financial Advisor with Baird in Blue Bell Pa. He has 26 years’ worth of experience guiding people toward happy retirements. Mr. Foley is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation earned through several years of study and rigorous testing in the fields of insurance, tax, investment, retirement, and estate planning.
Mr. Foley graduated from Villanova University with a Bachelor of Science in Accounting.
Pat is very active in his community, and currently serves as the Elected Auditor of Whitpain Township. He is a former President of the Whitpain Recreation Association, and currently serves the organization as a Board Member and coordinator of capital projects. He is also serves on the Whitpain Township Parks & Open Space Board. Pat conceived of the music festival and bone marrow drive aspects of the annual Whitpain Community Festival, and serves on the organizing committee for the event.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.