Name: Patrick Palkovic
Title: Finance Consultant | Personal Finance, Debt & Investing
Professional Experience:
Finance Consultant / Advisor – Helped individuals and small businesses create budgets, reduce debt, and build wealth through personalized financial strategies.
Assisted clients in managing personal budgets, optimizing investments, and improving credit scores.
Areas of Expertise:
Personal Finance Coaching
Budgeting & Debt Management
Saving & Retirement Planning
Beginner & Intermediate Investing
Small Business Finance
Education & Credentials:
Degree: B.A. in Finance,
Certified Debt Specialist, Credit Expert - 20 years in financial services experience
Ongoing professional development in personal finance and wealth management
Approach:
Practical, step-by-step advice tailored to your situation, focused on helping you gain clarity and confidence with money.
