Patrick Filette, CFP®, ChFC®
A veteran of the financial services industry, Patrick Fillette brings over 24 years of experience to building the retirement assets of individuals, small business owners, and their employees. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), he has helped countless clients with financial, insurance, and estate planning. Since 1993, Patrick has worked in a variety of leading companies across the industry, serving as Senior Vice President for a national brokerage firm and training accounting professionals and financial advisors in the field of financial planning.
Through establishing Fillette & Schain Wealth Management, Inc., Patrick complements Marc’s tax expertise with state of the art investment strategies. In addition to being a CFP® Practitioner, Patrick holds his FINRA Series 6, 7, 24, 26 & 63 securities licenses. A longtime member of Rotary International, Patrick resides in New Paltz with his daughter, Hannah, and son, Michael. In his spare time, he enjoys fly fishing and exploring the Adirondacks with his family.