Patrick Scherer, CFP<sup>®</sup>, ChFC<sup>®</sup>
Patrick Scherer, CFP®, ChFC®
Wealth Manager
Office: Columbia, MD
Team: Wealth Management

Education & Certificates

B.S., Canisius College, Certified Financial Planner™, Chartered Financial Consultant®

Professional Background

I started my financial planning career in Buffalo, NY at Wilmington Trust as a para-planner. Shortly after starting I began the CFP® program and fell in love with the profession. From there, I was relocated to Baltimore to be part of a national financial planning team. After five years with Wilmington Trust, I came to Pinnacle Advisory Group (now CWA) to take over a practice from a retiring advisor.