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Patrick B. Beagle CFP®, ChFC®, CLU®, CASL®

Patrick B. Beagle CFP®, ChFC®, CLU®, CASL®

The Principal

Patrick Beagle is the owner and President of WealthCrest Financial Services, LLC. He is a Certified Financial Planner™ practitioner, Chartered Financial Consultant, Chartered Life Underwriter and a Chartered Advisor for Senior Living who holds two Masters Degrees, one of which is a Masters of Business Administration with an emphasis in Individual Financial Planning. As an Investment Advisor Representative, Patrick has helped many clients over the past 24 years develop sound financial plans custom tailored to their individual needs.

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. 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, Reuter's News Service 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.