Patrick Noonan, CFP

Patrick Noonan, CFP®, is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining the firm in June 2014, he has been providing support to affiliated advisors on issues involving executive benefits, high-level insurance, charitable, estate, education, and business planning. Patrick is a CERTIFIED FINANCIAL PLANNER™ professional, has his FINRA Series 7 and 66 securities registrations, and holds a life and health insurance license. He earned his BS in finance from Fairfield University.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Becoming the Trusted Advisor

Changes to the FAFSA for 2017–2018: What Your Clients Need to Know

How to Add 529 Accounts to Your Planning Process

Becoming the Trusted Advisor

Posted by Patrick Noonan, CFP

November 16, 2016 at 1:30 PM

In our fast-paced, ever-changing industry, we know you are working hard. You're striving to keep up with new products, software, procedures, and a ceaseless flow of information, while at the same time overseeing the day-to-day operations of your practice. But there's one aspect that remains a timeless aspiration for many advisors: becoming the trusted advisor.

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Topics: Financial Planning

Changes to the FAFSA for 2017–2018: What Your Clients Need to Know

Posted by Patrick Noonan, CFP

June 8, 2016 at 1:00 PM

Every year as January approaches, parents of college-aged children scramble to gather the necessary information to complete their FAFSA forms (Free Application for Federal Student Aid). This annual ritual can be stressful for your clients. They hear from others that they should submit the application as soon as possible to get the most aid, but unfortunately, the tax data they need isn’t always available! After all, how many of us have our tax returns done by January 1? As a result, in previous years, applicants were forced to wait to file or to file unofficial numbers and update their FAFSA forms once their tax return was filed.

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Topics: Education Planning

How to Add 529 Accounts to Your Planning Process

Posted by Patrick Noonan, CFP

October 13, 2015 at 10:00 AM

“Over half a million dollars for three kids!” This was an advisor’s surprised response when he learned the average cost of one year at a private college: $42,419 (Trends in College Pricing 2014). Whether your clients have one child or many, college tuition is likely to be one of their most significant expenses. And with student loan debt totaling $1.2 trillion, according to a 2014 Experian analysis, creating a college savings strategy has never been so vital.

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Topics: Education Planning

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