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About
Patric Wallace is a principal of The Wallace Group with over 30 years of planning experience and holds CFP, ChFC and CLU designations. He offers financial planning, portfolio management, group benefit analysis, ERISA consulting and deferred compensation planning, and is an investment advisor representative with Cambridge Investment Research.
Colleagues at Wallace Investment Group
Frequently asked questions
- Who is Patric J. Wallace?
- Patric Wallace is a principal of The Wallace Group with over 30 years of planning experience and holds CFP, ChFC and CLU designations. He offers financial planning, portfolio management, group benefit analysis, ERISA consulting and deferred compensation planning, and is an investment advisor representative with Cambridge Investment Research.
- Where does Patric J. Wallace work?
- Patric J. Wallace is Principal, CFP, ChFC, CLU at Wallace Investment Group.