Patrick J. Barrett CPA, CFP®
President
Patrick has been providing financial planning and wealth management services to clients for over 20 years. He graduated from Bentley College with a degree in accounting, and also holds the designations of Certified Public Accountant (CPA) and Certified Financial Planner (CFP). When he’s not working, you can find Patrick working for local charities through the Weymouth Rotary Club, or playing golf. He lives in North Weymouth with his wife Christine.
