Pat Phelan

Pat Phelan is the Founder and Wealth Advisor at Optify Financial, a boutique wealth management firm serving working professional families utilizing sustainable and socially responsible investment strategies. He launched the firm in 2018 after five years as a Financial Advisor at Edward Jones and fifteen years in corporate finance roles for technology companies.

Licenses and Certifications:
Accredited Investment Fiduciary® (AIF®)
Series 7 and Series 66 held through LPL Financial
Life Accident and Health Insurance Agent License (CA Insurance Lic# 0I57299)

Education:
Rutgers University (B.S.), Environmental Business Economics
Babson College, MBA Entrepreneurial Studies

Patrick Phelan III is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC.

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