Victory Independent Planning
Financial Services - Camas, Washington, United States
Victory Independent Planning Employees
Victory Independent Planning Senior Management
Victory Independent Planning Details
Investment Management |Tax Planning | Financial Planning | Strategic Giving | Retirement***📞 (971) 806-6475 | 📧 patrick@victoryindependentplanning.com ***Helping families and individuals across the country make, spend and gift their life savings.Patrick Huey is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor's degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick served nine years as a U.S. Naval Flight Officer earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. He is the author of History Lessons for the Modern Investor and The Seven Pillars of (Investment) Wisdom. Patrick specializes in creating financial plans, generating a retirement income stream and managing investment strategies. Contact him for help growing, spending and gifting your wealth.SCHEDULE A CALL WITH ME: https://dynamicadvisorsolutions.myclients.io/site/VictoryIndependentPlanning/online-scheduling?service=nz5urke506nbfqylPatrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons for the Modern Investor" and "the Seven Pillars of (Financial) Wisdom"; and he is an Accredited Tax Preparer, these are considered outside business activities from Dynamic Wealth Advisors. They are separate and apart from Mr. Huey's activities as an investment advisor representative of Dynamic Wealth Advisors.
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