Patrick Traverse

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Personal Finance, Investing, Lifestage Based Planning
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“Patrick Traverse is a financial planner and investment manager. He founded MoneyCoach to be the firm he wished he hired as an investor when he played professional hockey. Patrick was awarded one of the Top 100 Most Influential Advisor by Investopedia.”
Firm:

MoneyCoach

Job Title:

CERTIFIED FINANCIAL PLANNER ™ & Founder

Biography:

Patrick Traverse, founder of MoneyCoach, decided to get into financial services after an 18-year professional hockey career. His journey to his new career started as a young investor during his early twenties as he became frustrated with the type of help he was getting from his advisors. He felt compelled to learn on his own about everything he needed to know to make proper financial decisions. His new passion for the intricacies of the markets and personal finance pushed him to choose financial planning as a second career.

Patrick and his team know that clients are busy with their life and sometimes feel they don’t have the time to get to learn everything they need to know. Patrick thinks it is important that he advises his clients on every facet of their financial life. He feels that every piece plays hand in hand with each other and if an area of their finances is neglected, it could mean that their whole life plan could come down crashing.

After more than 4 years in the business, Patrick founded MoneyCoach in 2016. He uses his experience as a top-level athlete to help his clients become financially successful. He feels that the most important missing component that most investors do not have is accountability. By being their financial coach, Patrick guides his clients to control their money. Not that money is everything, but so much of our lives depends on how we manage money!

Education:

Organizational Leadership, Quinnipiac University

Assets Under Management:

$10 million

Fee Structure:

Fee-Only

CRD Number:

6089405

Disclaimer:

MoneyCoach LLC and/or Patrick Traverse offer Investment advisory and financial planning services through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe Asset Management offers, or that or its personnel possess a particular level of skill, expertise or training. Insurance products are offered through Belpointe Insurance, LLC and Belpointe Specialty Insurance, LLC. MoneyCoach LLC is not affiliated with Belpointe Asset Management, LLC. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov.

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  • Patrick Traverse Investopedia Interview
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    Investing, Personal Finance
November 2017
    Personal Finance
September 2017
    Personal Finance
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    Retirement Savings, Personal Finance, Financial Planning
November 2017
    Personal Finance, Financial Planning

All Answers
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    Retirement, IRAs
Can I continue to contribute to my Roth IRA after my SEP IRA is set up?
67% of people found this answer helpful

Yes. You can contribute to both.

Even though SEPs are defined as IRAs, they are employer plans. You can contribute to an employer plan and a personal plan like your Roth.

I hope this helps.

October 2017
    Mutual Funds
Can I use my mutual funds as a savings account?
65% of people found this answer helpful
October 2017
    Financial Planning, Retirement, IRAs
Should I make a $50,000 conversion from a traditional IRA to a Roth?
64% of people found this answer helpful
September 2017
    Debt, Investing
What should I do with the $10,000,000 I just acquired after selling my company?
64% of people found this answer helpful
January 2018
    Financial Planning, Asset Allocation
When should I switch my very aggressive asset allocation to a moderate one?
64% of people found this answer helpful
November 2017