About Us

Patrick Robertson, CFP®

Financial Consultant
Phone: (703) 205-0342
Fax: (703) 650-0698

Patrick works closely with small businesses to ensure they are getting the maximum benefits in terms of possible tax savings; retirement savings, and to ensure that they are providing competitive benefits for their employees.

Patrick also builds relationships with clients to design smart strategies that meet their financial and risk management needs.

Patrick’s accomplishments include:

Chartered Retirement Plans Specialist – College of Financial Planning

CERTIFIED FINANCIAL PLANNERtm  professional designation program through the American College

FINRA Series 7 and 66 registration

Life and health insurance licenses

University of Arizona – double major in Communications and History, minor in Philosophy

Member of the US Green Building Council’s National Capital Chapter

Patrick resides in the Washington, DC area and is an avid traveler, fan of blues

music and a self-proclaimed chef.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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