Patrick Edwards, CPA, RFC

Patrick Edwards is the founding partner of Edwards Financial Group with over 25 years of experience. Patrick is a Certified Public Accountant (CPA) and holds the designation of Registered Financial Consultant (RFC). In addition to a CPA license, Patrick is also Securities Licensed having passed the Series 7 and Series 66 exams (FINRA Regulated) and is a licensed NJ and CA Life Insurance producer.

He is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey State Society of Certified Public Accountants (NJCPA), the National Association of Tax Professionals (NATP) and the International Association of Registered Financial Consultants (IARFC). He is a graduate of Ramapo College of New Jersey with a Bachelor of Science Degree in Accounting.

Patrick specializes in individual taxation, business accounting and taxation across a broad range of industries, portfolio management, retirement planning, insurance planning and college funding. He provides personal financial planning by executing his experience as a CPA Financial Planner and applying tax and investment planning advice.