Patrick Traverse, Certified Wealth Planning Advisor
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About Patrick
Patrick Traverse
email: patrick@breakawayfinancialgroup.com
tel: (843) 564-8584
web: www.breakawayfinancialgroup.com
Patrick Traverse is a Wealth Advisor with over a decade of experience working with entrepreneurs and business owners across the United States. His work centers on helping clients coordinate their business finances with their personal financial lives so they can make more intentional decisions about their money.
Patrick’s journey into financial planning began during his career as a professional hockey player. Early in his career, he realized he needed financial guidance that addressed more than investments. He wanted help understanding cash flow, taxes, and long-term planning decisions that influence how wealth is built over time. When he struggled to find that kind of guidance, he began learning these areas himself.
That experience shaped his perspective and ultimately led him into financial advising. Today, Patrick focuses on helping business owners build structured financial strategies that support both their personal goals and the growth of their businesses.
Patrick holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, is an Enrolled Agent (EA) authorized to represent clients before the IRS, and holds the Certified Exit Planning Advisor (CEPA™) designation. These credentials support his work helping entrepreneurs plan for long-term financial growth, tax efficiency, and eventual business transitions.”
