I love working for my clients and their families, and helping them understand that planning is paramount.

Pat Mahardy

Managing Partner

Pat Mahardy, CFP®, AIF®, RICP®

Managing Partner

Focus Area

Retirement Income Planning

Pat’s Story

As managing partner at CenterBridge Planning Group, Pat is responsible for the long-term vision and development of the firm. In his practice, his time and passion are focused on creating new paychecks for his clients when the ones from their careers come to an end upon retirement. His goal is to use his knowledge and experience to help his clients understand and feel empowered by their money. Pat takes his fiduciary responsibility to his clients very seriously, so when he’s not keeping up with continuing education and industry updates, he’s often reading the latest Journal of Financial Planning or bouncing ideas off one of his partners.    

Pat graduated from Syracuse University in 2003 where he was a four year letter winner on the Men’s Varsity Crew team. After graduation, he spent two years launching and coaching the Fayetteville-Manlius high school crew team all while working as a death claims correspondent for AXA Financial. Being the first point of contact for people who had just lost a loved one and seeing how well they were provided for (or weren’t), galvanized his belief that planning is paramount in all phases of life. Pat and his partners realized very early on in their respective careers that their purpose was to serve, not sell their clients. That shared belief became the genesis for them going independent and establishing CenterBridge in the summer of 2014.  

Education

Syracuse University, Cum Laude, BA in Psychology

Credentials

Certified Financial Planner (CFP®)

Accredited Investment Fiduciary (AIF®)

Retirement Income Certified Professional (RICP®)

FINRA Series 7, 24 & 66 securities registrations as well as Life, Accident, and Health licenses

Wharton School of Finance Certified Retirement Planning Specialist

Certified in the NYS Partnership for Long-Term Care Insurance

Member of the Financial Planning Association of Central New York

About Pat

Pat is a lifelong resident of Syracuse and lives with his wife and two daughters in the village of Marcellus. In his free time, Pat enjoys fishing anywhere there’s water, relying on his high handicap on the golf course, reading, running, and packing his family up for random road trips to explore the Finger Lakes. At home there’s either a Syracuse, NBA or New York Giants game on (even if they broke Eli’s streak). His favorite time of the year is his family’s summer vacation to the beaches of Maine, where he and his wife hope to retire to someday.

Contact

P: (315) 760-3361

E: pmahardy@centerbridgepg.com

Meet the rest of the team.

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

© Copyright 2014 - 2018