Donald Patrick, MBA, CFP®

Donald Patrick, MBA, CFP®

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Phone: 770-353-6317
Fax: 770-353-6338
E-mail: dpatrick@intfingroup.com

Don Patrick brings over two decades of experience advising individuals, professionals, and businesses in a wide range of financial matters, from risk management, investments, and taxes, to general business consulting.  He specializes in helping pre-retirees and retirees with the myriad of financial issues they face at this most important phase of their financial lives. The primary focus is to provide an income that they cannot outlive, improve returns, protect their principal, and reduce taxes.

He has been a consultant for the Small Business Administration, and was regional Vice President of Smathers & Company, a California based investment management firm.
 
Don was Vice President of the nationally recognized firm, Conway Financial Advisors, in Boca Raton, Florida. While at Conway, he was a financial advisor; he headed their investment research department; was Vice President of the advisory firm; and started and headed the firms’ highly successful investment division.  For twelve years, he was Director of Financial Planning and Investments at Porraro and Associates in Atlanta, Georgia.
 
Currently, Don is Managing Director of Integrated Financial Group an elite consortium of independent financial planners. It is one of the largest and most successful independent financial planning firms in the country.
Don earned his MBA from the University of Southern California where he was graduated with honors. His major studies were small business development and finance. Undergraduate studies were completed at Loyola University Los Angeles in the areas of finance and economics.  He served as a pilot in the U.S. Air Force, graduating first in his class.
 
An aeronaut who’s been flying since age 16, Don has logged 11,000 hours mostly in jets for the Air Force and Eastern Airlines. He volunteers for and is an ardent supporter of Angel Flight, a non-profit organization of volunteer pilots who transport individuals with medical and financial needs.
 
An avid golfer and pilot, Don and his wife Eve reside in the Atlanta metropolitan area.
 

Practice Areas

·       Retirement Income Planning
·       Estate Planning Strategies
·       Business Planning & Consulting
·       Professional Investment Management
·       Risk Management and Insurance Planning
 
Education/Certification
 
·       CERTIFIED FINANCIAL PLANNER ™ professional
·       MBA in Finance, University of Southern California
·       BBA in Finance/Economics, Loyola University, LA
·       Who’s Who of Investment Management Consultants
·       Who’s Who Top 100 in finance Atlanta Business Chronicle
·       Selected Top 10 Branch Manager in the nation by On Wall Street magazine
·       Financial Planning Association Member
 
Media Resource
 
·       Author of “Keep your Nest Egg From Cracking – What you need to know.”
·       Contributor: Wall Street Journal, Kiplinger’s Retirement Report, New York Daily News, Journal of  Financial   Planning, U. S. News and World Report, and others
·       Weekly financial radio talk show – WIOD and WINZ in South Florida
 

Who's Who Top 100 in Finance: Atlanta Business Chronicle editors choose their Who’s Who in Finance from among local Atlanta financial service industry professionals and those top professionals and their firms who are currently or have previously been rated in the Top 25 of Financial Planning firms. This is a ranking of Atlanta firms by assets under management. Ranking determined by total of assets under management by advisor members located at Atlanta office. The Chronicle further distinguishes a professional on this list as a person with a professional designation who is qualified to provide comprehensive financial services. Donald W. Patrick, MBA, CFP®, as Managing Director of Integrated Financial Group, was therefore selected amongst the group of Who’s Who in Finance. Integrated Financial Group is a consortium of independent financial planners and not a Registered Investment Advisor firm. Advisor members offer advice through Securities America Advisors.

On Wall Street - Top 10 Branch Manager: Only current and employed Branch Managers were considered for this award. A panel of On Wall Street editors narrowed down the entries to one hundred (100) Top Branch Managers in each category. The Top Ten Branch Managers of the Year were selected after completion of a comprehensive research questionnaire and possible interview. Winners were determined from among the entrees by a panel of independent judges selected by Source Media. Criteria for the On Wall Street Top Branch Managers List consists of 1) their commitment to excellence in creating an effective and competitive branch-wide marketing strategy; 2) their ability to identify, recruit, develop, retain, and reward talented advisors; and 3) their dedication to the goal of providing superior client service. A fee was not required for entry or consideration. For more information on the award please visit, www.onwallstreet-bom.com.