Broker Check
Gerard L. Patin, CFP®

Gerard L. Patin, CFP®

Wealth Management Advisor

Lafayette, LA

Gerard is the Chief Executive Officer (CEO) and founder of Patin Wealth Partners, LLC, a financial services firm that offers a variety of financial products to individuals and corporations.  Gerard is a Certified Financial Planner, registered securities and licensed insurance professional with over 18 years of experience in the financial services industry.  He offers securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 

Gerard is a proud graduate of UL-Lafayette where he majored in Finance and earned a Bachelor of Science in Business Administration degree.

Organizations:

  • Lifetime Member of Million Dollar Round Table (MDRT) 
    *The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production. 
  • Member of National Association of Insurance and Financial Advisors
  • Financial Planning Association

Business Philosophy:

My goal is to provide families and business owners with assistance in building their financial freedom.  I have the skills, knowledge and experience required to help pursue my client’s established goals.  My personal goal is to become a lifetime resource for each and every client.