Financial Advisor Patrick O. Egolum has worked in the financial services industry for more than 40 years. He worked with John Hancock Financial Services before joining Independence Financial Partners.
Patrick has a life-long interest in investments and appreciates the opportunity to help people accomplish their financial goals. He uses extensive fact-finding along with objective and subjective analysis to decipher the needs of his clients and create customized solutions. At every step, he provides vital education to help them make informed choices.
With a unique combination of specialized experience and education Patrick is approachable and always ready to serve his clients with wisdom and grace. He holds a BA in Pre-Medical Biology from State University of New York, an MBA in Finance from the University of New Haven, and an MSIE in Industrial Engineering from University of New Haven. Other credentials include the CLU and ChFC from American College and the CLTC certificate in long-term care.
Originally from Nigeria, Patrick and his wife, a respiratory therapist, live in West Haven, Connecticut, and they have three grown children. Patrick is active in politics and public service, holding offices as an Elected Member of the West Haven Board of Education and an Elected Member of the West Haven Town Committee. He is also a member of the Society of Financial Service Professionals. In his free time outside the office, Patrick pursues his passions—education, politics, and tennis.
Focus
- Life insurance and retirement planning
- Active in politics and public service