Patrick is a registered Financial Professional and a valued member of the Financial Compass Group, LLC. Patrick earned his Bachelor of Science in Finance & Entrepreneurship at Babson College and since joining Financial Compass Group has worked with individuals, families and business owners to construct and implement customized goal-based financial strategies.
His natural leadership abilities and work ethic have earned Patrick a position on the National Leaders Forum for the last 5 years, as well as his Equitable Advisors Centurion 3 times Recognition designation. Patrick’s innate ability to make the seemingly technical financial landscape easy to understand, aids clients in analyzing their financial life and developing strategies toward achieving their goals.
Patrick’s outgoing nature and energetic spirit is also a positive part of his personal life, as he enjoys staying active while hiking with his wife Karen.
Patrick Belniak is a registered representative who offers securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, and an agent who offers annuity and insurance products through Equitable Network, LLC (AXA Network Insurance Agency of California, LLC in CA, Equitable Network Insurance Agency of Utah, LLC in UT, Equitable Network of Puerto Rico, Inc. in PR). Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. PPG 135203 (04/18) (exp.04/20)
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.