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Women in Transition & The Virtual Family Office with Dr. Pat Pachciarz | Financial Planner Search
In this episode of Financial Planner Search, Dr. Pat Pachciarz, CEPA, CPT, founder of Pinnacle, discusses the virtual family office he built for women in life's transitions. After a decade inside JP Morgan watching wealth leak out between uncoordinated advisors, CPAs, and attorneys, Pat left to build a firm where the CPA, attorney, private wealth advisor, banker, and estate planning attorney all show up for the same family — and where any partner who doesn't show up three times loses the seat.
Eighty-seven percent of Pat's personal clients are women: widows, divorcées, empty nesters, and…
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