Patrick DeNisco has been a Financial Advisor in Williamsville, NY since 2008. His clientele consists of Individuals, Families, School Districts, Municipalities and Businesses. Patrick is currently studying for the CERTIFIED FINANCIAL PLANNER™ professional designation with Kaplan Financial Education. He currently holds the FINRA Series 7, Series 66 Registration, and New York Life and Health licenses.
Patrick works in the Retirement Benefits Group which is a specialized division of Equitable Advisors, LLC, and his focus is in the retirement, insurance, and financial planning needs of state employees. Helping these clients implement strategies to accumulate wealth, protect their families, and maximize pension income in retirement. He also works with Businesses and Organizations on their Retirement, Insurance, and Benefits planning needs.
Patrick grew up in Williamsville and now lives in Clarence with his wife Emily and their two children, Nolan and Madeline. He enjoys giving back to his community where he has served on a number of different boards and committees, as well as coaches baseball and hockey. For college, Patrick attended SUNY Cortland where he graduated with a Business Economics Degree with a Concentration in Finance.
CFP® and CERTIFIED FINANCIAL PLANNER ™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.