Pat Betley
International Wealth Manager, Partner
Patrick serves as a Private Wealth Manager, working with clients around the world to help them achieve their financial goals through comprehensive financial planning that addresses all aspects of a healthy financial life, including global investments, cross-border tax and estate planning, college savings and retirement planning.
With more than a decade of experience as a financial advisor, Patrick has been with Creative Planning since 2018 and previously worked with two of the largest investment firms in the country. Throughout his career, he has taken a comprehensive approach to providing in-depth financial planning for his clients.
Patrick earned a Bachelor of Science degree from Lafayette College, where he was captain of the basketball team.
Patrick and his wife, Katie, have two daughters, Vienna and Kinsley, and a son, Luca. When he's not working, Patrick enjoys spending time with his family, playing basketball and golfing.
Articles by Pat Betley
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