Broker Check
F. Patrick Cunnane, MBA, CIMA®, AIFA®

F. Patrick Cunnane, MBA, CIMA®, AIFA®

Managing Principal

Pat Cunnane brings more than 25 years experience as a corporate retirement specialist serving business owners and individuals seeking objective financial guidance from an investment fiduciary perspective. For more than a decade, he has focused on advising clients throughout major shifts in the financial, economic and retirement plan landscapes.

Pat consults with corporations of all sizes, from medical groups to leading manufacturers. He leads a team of experienced financial advisors adept in analyzing each organizations’ retirement plan needs, researching and benchmarking plan providers, and recommending appropriate retirement plan strategies, including 401(k), profit-sharing and defined benefit plans, and SIMPLE and SEP IRAs.

He maintains the following credentials:

  • Holds a MBA from Bellarmine University
  • Holds securities registrations 7, 24, 63, and 65 through LPL Financial
  • Accredited Investment Fiduciary Analyst™ (AIFA®)
  • Approved to act in a 3(38)Investment Manager capacity
  • Member of LPL Financial’s Retirement Plan Consulting Program
  • Certified Investment Management Analyst (CIMA) from Wharton Business School
  • Advanced Investment Strategist Certification (IMCA) from Wharton Business School
  • Member of the IMCA Editorial Board for 2005-2009
  • Holds a teaching certificate from International School of Geneva
  • Member of LPL Financial Chairman’s Club for 2012, 2013, and 2014 (based upon level of production)
  • Member of Wells Fargo Advisors FINET Presidents Council for 2011(based on annual production)
  • Ranked 2nd largest independent producer in US at Wachovia Securities Financial Network in 2008
  • Wells Fargo Advisors FINET Premier Advisor in 2010 (based on annual production)
  • Nominated for Barron’s Top 100 Financial Advisors in 2010 (based on annual production)
  • No complaints ever filed (www.finra.org)
  • Author of “Source of Wealth”
  • Inventor, holding a U.S. Patent for a hydroelectric dam technology
  • Numerous radio appearances as an author
  • Investment methods are mathematically based and proprietary 
  • Other Business Activity - Physics to Economics Corporation
  • Other Business Activity - Physics Robo Fund