Patricia L. Currey

Patricia L. Currey

| CFP®, CEBS

Currey Financial Consulting, LLC

(410) 956-0655

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Fee Only Financial Planning and Investment Management Located in Edgewater, MD and Serving Central Maryland including Annapolis and the Eastern Shore of Maryland.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning Issues

Website

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810 Caroline Lane
Edgewater, MD 21037

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Patricia Currey is an Annapolis, MD area financial planner serving the entire Central Maryland area and clients across the country. Currey Financial Consulting, LLC specializes in providing objective financial planning and investment management to help clients build and protect their assets through life's transitions. Patricia Currey is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Patricia Currey created Currey Financial Consulting, LLC -- a financial planning and investment management firm – in 1999. She began work in the Trust field in 1979; her career has involved long-term associations with several large regional banks. Career assignments have included departmental management, account administration, investment management, and business development in both Personal Trust and Institutional Trust environments. Pat has earned the designation of Certified Employee Benefit Specialist (CEBS), through the joint program sponsored by the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. Pat graduated from the CFP® Program at the College for Financial Planning (Denver, Colorado), and earned the CERTIFIED FINANCIAL PLANNER™ designation through comprehensive testing. She also has earned a BS degree in Business Administration from Miami University (Oxford, Ohio) and a Master of General Administration, Financial Management Track, from the University of Maryland (College Park, Maryland). She is a Registered Investment Advisor with the State of Maryland. Pat is a member of the International Society of Certified Employee Benefit Specialists, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA). Pat served as a member of the Board of Trustees for the Indian Creek School (Crownsville, Maryland) and a member of their Finance Committee. For many years, Pat was a member of the Charitable Gift Planning Advisory Committee of the Anne Arundel Medical Center Foundation (Annapolis, Maryland), and volunteered as a Leader for a local Troop of the Girl Scouts of the USA.

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Organized as a Limited Liability Company (LLC), Currey Financial Consulting was formed in 1999. This is a "fee-only" financial planning firm, which offers both planning and investment advisory services. Currey Financial Consulting, LLC, is a Registered Investment Advisor in the State of Maryland. Patricia L. Currey, CFP® is the sole owner and employee of Currey Financial Consulting, LLC. She has many years experience in the institutional and personal finance fields; you can review these credentials in her biography.

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