Patrick Galvin, CFP^®, ChFC^®

Patrick is a Financial Planner at Emerald Financial Group. He enjoys helping clients get organized, understand their financial picture, and feel more confident about their future. He brings a thoughtful and thorough approach to every conversation, aiming to simplify the complex and make financial planning approachable. 

Originally from Erie, Pennsylvania, Patrick moved to Charlotte after college for the warmer weather and the opportunity to grow in his career. He earned his Bachelor’s degree in Business Administration from PennWest Edinboro, where he concentrated in Personal Financial Planning and minored in Economics.

Outside of work, Patrick is usually outdoors - whether he’s boating, snowboarding, or flying through the sky on his paramotor. He also enjoys spending time with his two energetic dogs and staying active in the financial planning community as a member of FPA NexGen.