Patrick Galvin

Financial Advisor
Connect with Patrick Galvin
patrick.galvin@cplanning.com

Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210

Patrick Galvin grew up in Erie, Pennsylvania, and later moved to Charlotte for warmer weather and opportunities in the financial sector. He earned a Business degree from PennWest Edinboro with a focus on Personal Financial Planning and a minor in Economics, which led him to Consolidated Planning’s collaborative environment. After five years as a paraplanner alongside senior advisor Jeff Howard, Patrick now advises clients independently, helping them organize and understand their finances.

He primarily works with young professionals, entrepreneurs, and medical professionals, offering strategies built around open dialogue, trust, and long-term support. Rather than just focusing on figures, Patrick emphasizes empowering clients to make informed decisions that align with their broader goals. Outside of work, you might find him skiing, boating, or even taking a paramotor flight. As a member of FPA NexGen, he remains connected to fellow financial professionals, and he stays active at home keeping up with his two energetic dogs.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.