Financial Services, LLC
Patrick Beagle is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Federal Employee Benefits Consultant (ChFEBC) who holds two Masters Degrees, one of which is a Masters of Business Administration with an emphasis in Individual Financial Planning. He is an Investment Advisor Representative with WealthCrest and has, over the past 14 years, helped many clients develop sound financial plans custom tailored to their individual needs.
As the owner and Managing Director of WealthCrest, Patrick is building a rapidly growing planning and investment advisory firm located in Northern Virginia, which spans over 12 states.
Born and raised in Illinois, Patrick enlisted in the United States Marine Corps in 1979. Later he was commissioned, serving most of his career as a Naval Aviator. He transitioned from the Marine Corps as a Lieutenant Colonel after more than 24 years of service to open WealthCrest Financial Services, LLC. A noted authority and speaker, he has had guest appearances on the local ABC and CBS TV affiliates in Washington, DC and speaks regularly at pre-retirement seminars to raise awareness about financial planning issues. He is also sought as a contributor to print articles on federal and military benefits and has been cited in several major publications including Kiplinger's Personal Finance, Investment News, The Washington Post, and Military Times. Patrick is very active in his community and the financial services industry. His volunteer efforts have included pro bono financial planning for injured military personnel and low income individuals referred through local charity organizations. He speaks on topics related to financial planning and works as an adult leader in the Boy Scouts of America. He is an active member of the Financial Planning Association, National Eagle Scout Association, Military Officers Association of America, and the Marine Executive Association.