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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

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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