Leaning to Manage Your Money with Pat Whelan, MBA - a podcast by Gio Grassi

In this episode, I bring on my personal Wealth Advisor, Pat Whelan, MBA.  Pat and I met back when I was a personal trainer and we have been in constant contact ever since. Pat currently is an Investment Advisor with Royal Alliance and has been in the business of investing money for over 30 years, and has helped many people reach their financial and life goals. I know Pat personally, and know for a fact that his best interest, is with his clients' ambitions and goals in mind. Pat offers great initial advice on how to get started in investing your money into the stock market and also what options to read and consider prior to making any decision. 

Pat Whelan can be reached at via email at:

Pwhelan@iacadvisor.com

 

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