Pat has served for 29 years as a Registered Representative and holds State securities and insurance licenses. Mr. Foley is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation earned through several years of study and rigorous testing in the fields of insurance, tax, investment, retirement, and estate planning.
With his partner Kristin Hillsley, Patrick co-authored the book “Winning at Retirement: A Guide to Health, Wealth & Purpose in the Best Years of Your Life”. This informative and inspirational guide has received critical acclaim, and was named by BookAuthority.org on its list of the 41 Best Retirement Planning Books of All Time. Pat and Kristin additionally published a First Responder Edition of "Winning", and in 2022 released a second addition of the original work.
Mr. Foley graduated from Villanova University with a Bachelor of Science in Accounting.
Patrick is very active in his community, having served on the Whitpain Park & Open Space Board, and as the Elected Auditor of Whitpain Township. He is a former President of the Whitpain Recreation Association, and currently serves the organization as a Board Member and coordinator of capital projects. Pat serves on the Board of Directors of Mount Saint Joseph Academy, and on the Advisory Board of the Valley Forge Sports Events & Tourism Authority.
Pat conceived of the music festival and bone marrow drive aspects of the annual Whitpain Community Festival, and serves on the organizing committee for the event, which attracts thousands of participants each year and has added hundreds of names to the National Bone Marrow Registry.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.