Advisor, Vice President

Patrick.Geary@alliant.com

D: (814) 414-3053

Patrick M. Geary, the managing principal in the firm Cornerstone Wealth Advisory and Insurance Services LLC, is a 25-year veteran in the financial service industry. At Cornerstone Wealth Advisory and Insurance Services LLC, we believe that when we end our workday, we have helped our clients get closer to achieving their financial goals. We know we accomplish this by committing to knowing our clients’ current situation in life; knowing their goals and feelings and how that relates to their future as well as their family dynamics well enough to bring them ideas, suggestions, and alternatives to their current situation when appropriate.

Prior to establishing his own firm, Patrick worked for AIG and Nationwide. Patrick holds the Accredited Investment Fiduciary designation (AIF®). Through his career he has been an  educational  presenter for the Government Finance Officers Association of PA (GFOA-PA), the Pennsylvania Municipal Managers Association (APMM) and Pennsylvania Municipal League (PML)

Patrick is an Investment Advisor Representative (IAR) with Voya Financial Advisors and has the Series 7, 24, 63, and Series 65 securities registrations. He also has Life, Health and Disability insurance licenses including the Long Term Care certificate required by the states of Pennsylvania, Ohio, and New York.