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Pat Brault, CPA

Wealth Manager

Pat serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Pat brings more than 35 years of experience in the financial industry to his role. Before joining Creative Planning, he served individuals and families both at a trust company and at independent investment advisory firms.

Pat earned a Bachelor of Applied Arts degree in accounting/finance from St. Norbert College. He is also a Certified Public Accountant.

Pat and his late wife, Kathy, have three daughters (Andrea, Emily and Erin) and four grandchildren. In his free time, Pat enjoys spending time with his growing family and joining in their activities. Hobbies of his own include biking, hiking and supporting impactful organizations, such as the Pancreatic Cancer Action Network (PanCAN). Pat also serves on the board of EMERGE, a work force and community development nonprofit based in Minneapolis.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021