Patrick Boutilier

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About Patrick Boutilier

Patrick H. Boutilier is a Financial Advisor in the Hamden, CT office. He has earned the distinction of the title of CMFC (Charter Mutual Funds Counselor) and CRPC (Charter Retirement Planning Counselor). Patrick specializes in helping both individuals and businesses realize their goals and dreams by working closely with his clients on all wealth planning needs.

Patrick focuses his practice on:

Analyzing existing financial planning strategies
Wealth preservation strategies
Retirement planning strategies for businesses and individuals
Identifying appropriate investment strategies
Risk management strategies

Patrick has been in the financial services profession since 2006. He enjoys working under the umbrella of an organization that shares his commitment of understanding his clients needs and a focus on comprehensive financial planning services. Patrick utilizes his experience by developing strategies which focus on helping manage assets from market volatility, customizing portfolios to the clients goals and constraints, and assisting clients with maneuvering lifes changes, challenges and opportunities.

Patrick earned a Bachelors degree from Quinnipiac University in Hamden Connecticut. He enjoys golf, skiing, and spending time with his wife Cindy and his two daughters Giuliana and Emilia.

CRPC conferred by College for Financial Planning.

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General Information

Firm Start Year

1926

Firm CRD#

6413

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Paladin Research Report For:

Stevens&Boutilier