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

Patrick Wallace, CFP®

MBA,

Wealth Advisor

Higher Strata Wealth Management LLC

3505 Stone Creek Ct
Ft. Worth, TX 76137
FINANCIAL ADVISOR'S WEBSITE
(817) 591-1145 CONNECT WITH Patrick
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General

Patrick Wallace is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Higher Strata Wealth Management LLC in Ft. Worth, TX and the surrounding communities.

Financial Advisor Overview

We help Senior Executives and business owners in the Aerospace and Defense Industry make work optional by creating a clear and comprehensive plan for their wealth that is managed by a team of experts.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge and Higher Strata Wealth Management are not Affiliated.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Investment Management, Estate Planning, Getting Divorced, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Sudden Wealth

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Helpful Financial Planning Resources