Patrick L. Doland, CFP<sup>&reg;</sup> - Financial Advisor

Patrick L. Doland, CFP®

MBA, AIF®

15629 West Edgemont
Goodyear, AZ 85395
6022067614

General

Patrick Doland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Goodyear, AZ and the surrounding communities.

Financial Advisor Overview

Reason Financial Advisors, Inc. is an independent, fee-only financial advisory firm. We specialize in working with individuals and families in the Chicago metropolitan area on their financial planning and investment management needs. Our mission is to assist clients in identifying their life’s goals and helping them to achieve the financial independence to accomplish them.

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Financial Advisor Experience

I work with clients to simplify their financial lives and help them achieve their goals in retirement. Many of my clients are widows and widowers who appreciate a consultative approach, rather than a sales oriented focus.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: IL
  • Health/disability insurance: IL
  • Property/casualty: IL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Long-term Care, Women's Finances

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Helpful Financial Planning Resources