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Patrick Traverse

Personal Finance, Investing, Lifestage Based Planning
“Patrick Traverse is a CERTIFIED FINANCIAL PLANNER™ and investment manager. He founded MoneyCoach to be the firm he wished he hired as an investor when he played professional hockey. ”


Job Title:



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!


Organizational Leadership, Quinnipiac University

Assets Under Management:

$10 million

Fee Structure:


CRD Number:



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.

  • Patrick Traverse Investopedia Interview
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March 2018
    Investing, Personal Finance
November 2017
    Personal Finance
September 2017
    Personal Finance
November 2017
    Personal Finance, Financial Planning
March 2018
    Retirement Savings, Personal Finance, Financial Planning

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    Investing, Stocks
Should I factor in market caps or returns more heavily when deciding what companies to invest in? 
56% of people found this answer helpful

Stock prices go up because the markets feel that the company will have rising profits in the future. It doesn't matter if it is a small/large company, or it had good/bad returns in the past: you need to look in the future. My recommendation is that you take a look at the companies that have products you personally consume. If you like them, there is a good chance you are not the only one. 

Buying a portfolio of company stocks that are meeting what Americans are looking for should have rising profits, therefore should have rising stock prices.

I hope this helps.



January 2018
    Financial Planning, Investing
What is the best time for someone to start investing?
50% of people found this answer helpful
January 2018
    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
    College Tuition, Debt
Should I use my savings to pay off all of my student loans, or should I make monthly payments?
20% of people found this answer helpful
January 2018
    Annuities, Mutual Funds, Taxes
How do I transfer my variable annuity to a mutual fund without a big tax penalty?
January 2018