Pat Phelan

Senior Partner & Co-Founder

WMCP® FINRA Series 6 FINRA Series 7 FINRA Series 63 FINRA Series 65 Digital Assets

LinkedIn Website

White Cap Financial1555 Iyannough Rd, 2nd Floor, Hyannis, MA 02601

Broker Affiliation: NYLife Securities, Inc.

Languages: English

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Disclosures

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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