About Currey Financial

Certified Financial Planner and Financial Advisor Annapolis, MDOrganized 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 and Florida.

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 below.

Patricia L. Currey, CFP®, CEBS

Pat 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 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, CO), and earned the CERTIFIED FINANCIAL PLANNER™ designation through comprehensive testing. She also has earned a BS degree in Business Administration from Miami University (Oxford, OH) and a Master of General Administration, Financial Management Track, from the University of Maryland (College Park, MD). Currey Financial Consulting, LLC is a Registered Investment Advisor (RIA) in Maryland and Florida. Pat is a member of the International Society of Certified Employee Benefit Specialists (ISCEBS), the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Her application for membership has recently been accepted by the Martin County Estate Planning Council (MCEPC).

CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

12/2020

Currey Financial Consulting, LLC   |   1555 NE Ocean Blvd. #N-308   |  Stuart, FL 34996   |    410-956-0655

IMPORTANT CONSUMER DISCLOSURE