Get Started
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

Investment Management vs. Wealth Management: Which Is Right for You?

If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting.

Read More
Alzheimer's Disease: What I Wish I Knew About Caring for a Loved One

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize most of us anymore.

Read More
Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences. 

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.