Financial Planners
Exit Strategy Advisors

Joe Patane

J.D., LLM, CFP®, AIF®

Vice President

Joe Patane

J.D., LLM, CFP®, AIF®

Vice President

Biography

Plancorp clients have benefitted from Joe’s business experience since he joined the firm in 2005. Today, he manages our Plancorp office in Sarasota, Florida and lends his succession planning experience to our Exit Strategy Advisor division.

Over the years, he has owned several manufacturing companies and has served on numerous Advisory Boards. Because he has walked in their shoes, he has a great rapport with his entrepreneurial clients, not to mention a firsthand knowledge of the financial issues and struggles they face. Though he lives in sunny Florida, Joe still takes every opportunity he gets to travel—particularly to Italy.

Awards and recognitions
  • St. Louis Five Star Wealth Manager, 2012
  • St. Louis Five Star Wealth Manager, 2014
Education
  • St. Louis University, BSBA in Accounting
  • St. Mary’s University School of Law, J.D.
  • University of Miami, Florida, LLM (Master of Laws in Taxation)

Insights

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On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

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Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

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