Patrick Runyen, CFP, CPA/PFS
As a Wealth Manager, Pat builds and implements financial life plans for his clients. He leverages his technical financial planning and consulting experience to assist clients with Investment Management, Cash Flow/Budgeting, Estate Planning, Insurance Counseling, Retirement Planning, Tax Planning and Charitable Giving in order to help them secure their financial future. Pat is a Certified Public Accountant, holds the Personal Financial Specialist designation, and is a Certified Financial Planner. He earned a B.S. in Finance from St. Joseph's University and an M.B.A. with an Accounting concentration from La Salle University. He lives in West Chester, Pennsylvania with his wife Ann and their sons Archie and Henry. In his spare time, Pat enjoys Exercising, Fly Fishing, and spending time at the beach in Ocean City, NJ.
Prior to joining Independence Advisors, he worked in both the Assurance and Tax Practices at PricewaterhouseCoopers LLP in their Philadelphia and Denver offices. While in the PwC Tax practice, Pat provided financial planning guidance to executives and employees of multiple Fortune 500 companies. Pat's experience also includes working at a fee-only wealth management firm in the Philadelphia area.