Egan Wealth Advisors is a firm focused on helping families manage their wealth—and the family focus stems from the close ties of the principals and team.
Patrick had hopes of one day being a General Manager for a professional football or baseball team (maybe still one day, when he’s not juggling three little ones!). In college at Fairfield University, he realized that knack for managing could be balanced with his finance degree to help families plan for their futures as a financial planner. Patrick continues to pursue professional development; he holds his Series 7 & 65 licenses and is pursuing an advanced financial planning designation at NYU this year. And as anyone that knows Patrick can tell you, his gift for listening and being a calm voice of reason is something that just comes naturally.
Patrick is New Jersey born-and-bred; he grew up in Summit, attended Seton Hall Preparatory School in West Orange, and now lives with his wife and three kids in Chatham. A few conversation starters for your next chat with Patrick:
1. Ask him about the John Taylor Babbitt Heart Club, and how you can help the mission of putting the right equipment into schools and public spaces.
2. Try to figure out how he can reconcile allegiances to the Red Sox, Giants, St. John’s, Rangers, and Knicks—that’s one confusing rooting list! And try to tap him for Lacrosse coaching; he founded the Club team at Fairfield University.
3. Make sure he shows you pictures of his adorable kids—and try to get a sense of if he’ll ever be able to hit his beloved golf links again!