Michael Patton is a CERTIFIED FINANCIAL PLANNERTM Professional who works closely with clients to help formulate an investment strategy based on their needs. Once a strategy is put in place, Michael works closely with clients to monitor their accounts on a regular basis with the goal of ensuring the strategy in place is working successfully for the client.
With over 17 years of experience, Michael’s extensive knowledge and experience includes portfolio construction and retirement planning. Prior to starting Investment Planning Advisors in 2013, Michael was with Investment Planning Consultants and First Community Wealth Management.
Michael has a Bachelor of Science degree from Virginia Tech and his Series 7, 63, 65 and 9/10 licenses, as well as a CFP® designation, and life and health insurance licenses.
Michael is a member of the Rotary club of Bluefield, Virginia and Bluefield Sales Executives Club, and supports the Graham High School Education Foundation and Carlock Pruett Athletic Foundation.
He enjoys spending time with his wife and two children, Bree and Phillip.