Patrick Scherer, CFP®, ChFC®
Education & Certificates
B.S., Canisius College
Certified Financial Planner™
Chartered Financial Consultant®
Professional Background
Growing up in Rochester, NY I enjoyed budgeting and investing summer job income to last through a busy school year and hockey season. In college I studied economics and finance. So, I have always had an interest in financial planning. My senior year I even pitched a stock to our collegiate investment committee that is still the highest performing stock in the portfolio over a decade later.
In 2014, I began my career working for a trust company in Buffalo, NY where I started the CFP® program and shadowed more senior advisors. By 2016 I was relocated to Baltimore, MD to be part of their national financial planning team. Then, in 2020, I joined Pinnacle Advisory Group (now CW Advisors) helping families and individuals as their financial advisor and personal "CFO".
Personal Interests
In Baltimore, I served on the Board for the Financial Planning Association of Maryland and I ran our Community Outreach Committee. Over my 4 year term we grew this program to one of the pro bono national leaders. Giving back to and meeting with low-income Baltimore families offering our advice and credentials to help with budgeting, debt management, early-stage investing, personal finance education, small business planning, and more.