Patrick Rush

CEO and CFP, Triad Financial Advisors (TFA)

Patrick Rush has been providing financial planning and investment advice since 1998. He is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor. Prior to merging with TFA in 2012, Patrick was the President of Independent Wealth Management. He also served individuals and families as a Vice President and Senior Financial Advisor at Merrill Lynch in Greensboro.

Patrick believes that finding qualified, independent and conflict-free financial advice should not be difficult for investors. In addition, he believes investors do not need to predict the future in order to be successful at investing. He is proud that TFA is a fee-only firm with a commitment and legal responsibility to act as a full-time fiduciary for their clients. Patrick is passionate about raising the level of financial education in the community and thus authored Retirement 101 in 2011. He has been instructing the course to adults at various colleges and universities across North Carolina as an adjunct instructor since 2007.

Patrick resides in Greensboro, NC with his wife, Dr. Christina Rush, their daughter Havana, and twin boys, Walker and Quincy.

Education

• Illinois Institute of Technology

o MBA – Finance

o B.S. – Financial Markets & Trading

• CERTIFIED FINANCIAL PLANNER™ practitioner

• Chartered Life Underwriter®

Past Appearances

Your Money: June 18, 2019

Host Kent Smetters is joined by Rob Williams (Vice President of Financial Planning, Charles Schwab) and Patrick Rush (CEO and CFP, Triad Financial Advisors (TFA)) on the Tuesday, June 18, 2019 edition of Your Money.Read More

Air Date: Tuesday, June 18, 2019

Your Money: April 17, 2018

Host Kent Smetters is joined by Eric Cole (Former Technical Director for the CIA; Author of “Online Danger: How to Protect Yourself and Your Loved Ones From the Evil Side of the Internet”), Patrick Rush (CEO and CFP, Triad Financial Advisors (TFA)), and Linda Rogers (Founder, Planning Within Reach) on the Tuesday, April 17, 2018 edition of Your Money.Read More

Air Date: Tuesday, April 17, 2018

Your Money: March 6, 2018

Host Kent Smetters is joined by Eric Cole (Former Technical Director for the CIA; Author of “Online Danger: How to Protect Yourself and Your Loved Ones From the Evil Side of the Internet”), Patrick Rush (CEO and CFP, Triad Financial Advisors (TFA)), and Linda Rogers (Founder, Planning Within Reach) on the Tuesday, March 6, 2018 edition of Your Money.Read More

Air Date: Tuesday, March 6, 2018

Spotlight

On Wharton Business Radio

Your Money: August 27, 2019 Episode Featured ImageYour Money: August 27, 2019

Host Kent Smetters is joined by Rob Williams (Vice President of Financial Planning, Charles Schwab) and Patrick Rush (CEO and CFP, Triad Financial Advisors (TFA)) on the Tuesday, August 27, 2019 edition of Your Money.

View Episode