Our Coffee and Conversation series has returned! Join us on 2/15/24 at Coco’s Café and Bar to chat with Patrick Diamond*, CFP, author of “Becoming an Equity Partner!”
One Credit of MCLE offered to participants
Where: Coco’s Cafe and Bar (in the Arcade in downtown Providence)
When: February 15, 2024 at 8:00 a.m. (Patrick’s presentation will begin at 8:30)
RSVP Here: https://www.riwba.com/store/coffee-and-conversation-with-patrick-diamond-cfp
Patrick is a Vice President with Wealth Management Resources in Smithfield, R.I. He joined the WMR team in 2020 after running his own financial planning firm for several years. He brings a unique perspective to financial planning having been a practicing attorney with over a decade working with clients and companies in the financial services industry. His passion lies in serving clients as a fiduciary financial planner and investment advisor helping individuals and families plan for all stages of their financial lives, from saving and paying for college to planning for retirement and beyond. He is a graduate of Colgate University, received his law degree with distinction from New York Law School, and received his Advanced Diploma in Financial Planning from New York University. He is an amateur photographer, avid surfer and ocean environmentalist supporting and volunteering with local non-profit organizations such as Save the Bay and the Surfrider Foundation. Patrick holds his Series 65 and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is the co-host of a new podcast focused on real estate and personal finance called Dollars & Dwellings (season 1 is available on Apple and Spotify).
About “Becoming an Equity Partner”:
Patrick’s experience as a young attorney in private practice (both big law and in-house) was the motivation to publish a book in 2023 aimed at personal finance for young attorneys. “I set out to write the book that I wish someone had given me when I graduated from law school and I’m very happy with the final product. It’s great personal finance advice for any young lawyer out there, or really any young professional starting their career or even a few years into their career. From managing your student loans to building your wealth throughout your career, as well as some helpful tips from actual law firm partners… it’s all in there.”