Patrick Elliott, CFP®

Sr. Lead Planner

Patrick is a Sr. Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER (CFP®) professional with 12 years of experience as a financial advisor. Patrick is passionate about serving others in his professional and personal life. He is a veteran and a father of 4 sons.

Education: Arizona State University (MBA), Charter Oak State College (BS)

View my professional bio information and my Form ADV Part 2B

"Courage is being scared to death but saddling up anyway." - John Wayne

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Get to know Patrick

The best day of my life

Family matters

All work and no play makes Jack a dull boy.

Saturday morning with my best good girl and crushing Mortal Kombat.

Who is your least favorite superhero?

Squirrel Girl

What was the best concert you ever attended?

Willie Nelson’s Birthday in Nashville 2019

If you could be an animal, which would you be?

Koala Bear

Where's your favorite place in the world?

With my family, anywhere.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.