Jack Patten

Jack graduated from Iona University with a degree in Finance and a minor in Economics, bringing a strong academic foundation to his work as a Financial Planner. Driven by a genuine curiosity about how people make decisions that shape their financial futures, Jack views his role as a partnership with his clients and families, helping them bring clarity and direction to their financial lives. His practice is grounded in client-centered, fiduciary planning that aligns with each client’s personal vision and aspirations. Jack understands that financial planning is not one-size-fits-all. Each client brings their own story, goals, and challenges to the table, and Jack’s approach is to build a plan that reflects what truly matters to them. He believes education is a cornerstone of effective planning, ensuring clients understand the strategies they implement and why they align with their long-term goals. As Jack often notes, “Financial planning should simplify your life, not complicate it.” Jack holds the Series 6, 7, 63, and 65 securities registrations and is licensed to provide life, accident, and health insurance. He partners with clients to navigate protection, investment, tax, retirement, and estate planning, aiming to provide confidence through life’s changes while helping clients enjoy the present. Outside of the office, Jack enjoys spending time with his family, restoring antique cars, and playing golf.

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI

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*Some health insurance products offered by unaffiliated insurers.