Josh  Patrick,  CFP<sup>&reg;</sup> - Financial Advisor

Josh Patrick, CFP®

Founding Principal

Stage 2 Planning Partners

1233 Shelburne Rd, Ste E-6
South Burlington, VT 05403
(802) 846-1264


Josh Patrick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stage 2 Planning Partners in South Burlington, VT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement


Helpful Financial Planning Resources