About Patrick Ritter, CFP®
About Patrick Ritter, CFP®
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I owe a lot to the trades.
My dad worked decades of 3rd shift overtime as an aircraft mechanic. That paid for a lot of tuition and so much more.
His dad was a carpenter and multiple generations of Ritters work in HVAC and other trades.
I worked summers at the UA Local Union 562 campus in Spanish Lake during the 90s.
My career has been split between corporate training and financial planning. This service merges aspects of both
I'm a father of teen boys, F3 PAX, fly fishing enthusiast, author, and nature lover.
I'm a Fee-Only Financial Planning & Investment Management advisor with Core Planning providing the platform. I only charge clients for time and advice, no product sales.
I've been a Certified Financial Planner™ since 2013 and began my financial services career in 2002.
My clients and I value freedom, experiences, and relationships.
FAQs
What makes your approach different from other advisors?
We focus on trades professionals and blue-collar workers—people who work hard and want their money to work just as hard. We combine simple education with personalized advice tailored to your career path, benefits, and goals.
Who is Altruist and are they a safe, secure place for my money?
Who is Altruist and are they a safe, secure place for my money?
Below are some great resources to learn more about Altruist regarding some common questions and concerns:
Do I need a lot of money to work with you?
Do I need a lot of money to work with you?
No. We specialize in helping individuals and families at all income levels—especially those just starting out in their careers or looking to make smarter decisions with their income and benefits.
What does a financial advisor actually do?
What does a financial advisor actually do?
A financial advisor helps you create a plan to reach your money goals—whether that’s buying a house, investing for retirement, reducing taxes, or building long-term wealth. We provide education, strategies, and ongoing support so you’re not navigating it all alone.
Can you help me with my 401(k), pension, and benefits?
Can you help me with my 401(k), pension, and benefits?
Yes. We’ll help you understand how your retirement plans work, review investment options, and show you how to make the most of your employer benefits. I can offer solo-401k and 401k plans for your business as well.
Do I have to be a trades professional to work with you?
Do I have to be a trades professional to work with you?
No. I also help a variety of clients I've earned the privilege to work with. Some are multi-millionaires and some are business owners, some are just starting out in life. All my clients are served through the Core Planning platform.
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