Patrick P. Burgess,  CFP<sup>&reg;</sup> - Financial Advisor

Patrick P. Burgess, CFP®

RIA Financial Advisor

DaVinci Financial Designs, LLC

5301 N Trenholm Rd, Suite A
Columbia, SC 29206
(803) 741-0134

General

Patrick Burgess is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DaVinci Financial Designs, LLC in Columbia, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources