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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

Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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