Patrick Kravitz, CMFC

Patrick Kravitz, CMFC

Financial Advisor, CMFC

I help families make informed decisions regarding their money. I do this by empowering them through knowledge and understanding. I believe establishment of clear goals is the first step towards financial independence. My goal for all clients is to dispel any fears they may have and motivate them to take the actions needed to help them pursue their goals. I take the mystery out of the financial decisions faced by families by guiding them through the maze of financial choices the market offers. By building and managing wealth, families can create a legacy for future generations. Creating a written financial plan that ties all the varied elements unique to families provides the map needed to navigate the future and help create what may be multi-generational wealth. I look forward to getting to know you better and working with you to pursue your goals in the future.


I was born in Portland, Oregon and am the youngest of 5 children. I am married to my beautiful wife, Marsha, and we have two children, Benjamin and Kaitlyn. I enjoy volunteering at my church and have served as an Elder on the Board for the last 17 years. Also, I have served over 19 years as a Commander for the Royal Ranger Program, a faith based scouting program. I have had the honor of being the President of the Austin Bluffs SERTOMA Club, which is short for "Service to Mankind." I strive to practice both honesty and integrity and look forward to helping you pursue your goals.