Patrick McCartney

About Patrick McCartney, CRPC™

Patrick McCartney is a Chartered Retirement Planning Counselor™, CRPC™ professional and Financial Advisor based in Scottsdale, Arizona, originally from Philadelphia, Pennsylvania. A proud graduate of Penn State University, Patrick holds a Bachelor of Science in Finance.
He is actively involved in the community as:

• Member of Scottsdale Leadership

• Board Member of PSU Alumni Association – Phoenix Chapter

• Parishioner at St. Bernadette Catholic Church

• Steward at the McDowell Sonoran Conservancy
  
  ***
  
  Personal Values

• Faith First: Patrick is a passionate and devout Christian. He values respect for all people and loves building meaningful relationships.

• Family: Patrick is a proud fiancé, getting married in November 2026. His future wife is the most important person in his life.

• Professional Commitment: Patrick is deeply dedicated to serving his clients with intentional, purpose-driven financial planning.
  
  ***
  
  What Patrick Offers
  With a commitment to being a trusted advisor and CRPC™ professional, Patrick partners with families, corporate executives, and retirees as their personal advisor, creating financial plans designed for long-term success.
  Areas of Focus:

• Tax Minimization Strategies

• Concentrated Stock Strategies

• Estate Planning Strategies & Generational Wealth

• Philanthropic Gifting

• Risk Management & Professional Investment Management

• Education Planning
  
  ***
  
  Comprehensive and Appropriate Solutions
  Through Merrill Lynch Wealth Management and the banking convenience of Bank of America, Patrick provides access to additional services:

• Mortgages

• Custom Lending

• Auto Loans

• White-Glove Banking Services
  
  ***
  
  Let’s Connect
  Patrick takes great pride in helping clients navigate one of the most important aspects of life—financial security. He is always open to a call or meeting to answer questions, with no pressure to commit.
  
  *NMLS#2531180