Patrick Cicchetti, Financial Coach

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Introduction

Hi, I’m Patrick, a financial coach passionate about helping people take control of their finances and achieve their goals. With over four years of experience in wealth management (managing over $30 million in client assets) and a track record of helping everyone from educators to high earnering business owners navigate complex financial situations, I specialize in offering personalized guidance that focuses on education, strategy, and empowerment. As your financial coach, I’ll work with you to: •Develop clear and actionable financial goals. •Create a personalized budget and cash flow plan. •Tackle debt with proven strategies. •Optimize savings for major milestones like buying a home, starting a business, or retiring early. My coaching approach is practical, hands-on, and designed to give you confidence in managing your finances. Whether you’re starting out, building wealth, or planning for your future, I’m here to provide the tools and insights you need to succeed. Together, we’ll create a plan to help you feel confident, in control, and ready to achieve your financial goals! P.S. I am currently waiting NYS registration approval for my Investment Advisory firm. Once it's approved, I will be able to offer more services and begin practicing as a Financial Advisor again (Series 7 & 66).

Overview

Serves Brockport, NY

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1 employee

4 years in business

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Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

4 reviews

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Tommy S.

5 days ago

Patrick answered all my questions with great detail and made me feel comfortable. I’d definitely recommend him for any financial advice you need!

Christine T.

5 days ago

Patrick was phenomenal. He works with clients to meet their needs and helps them truly understand what will be best for them and their futures. He truly cares about each client and goes above and beyond.

Heather M.

4 weeks ago

I’ve been working with Patrick for a couple years and he’s been amazing! He is very knowledgeable and you can tell that he cares about his clients

Amelia B.

5 days ago

Highly recommend working with Patrick! His knowledge and dedication to helping me understand my finances was refreshing.

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Patrick Cicchetti

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I offer flexible pricing tailored to your needs, whether you’re looking for a one-time session or ongoing coaching. Discounts are available for longer-term packages, and I’m happy to discuss options that fit your goals. My hourly rate starts at $150, and full comprehensive plans are priced depending on complexity.
What is your typical process for working with a new customer?
I start with a conversation to learn about your goals, challenges, and priorities. From there, I develop a customized plan with clear steps to help you move forward confidently. I focus on making the process simple and effective. The most important thing is I'll make sure you understand every concept we go over so you have the confidence to take control of your finances.
What education and/or training do you have that relates to your work?
I have 4 years of experience working with over 200 clients (90% in Upstate NY), managing over $30 million in assets. I've worked for some of Rochesters most renowned firms, learning something new from each of them. I have both the FINRA Series 7 and 66 licenses which are needed to give investment advice and are what identify advisors as being a fiduciary. I left the firm I worked for to start my own and am currently waiting for NY to approve my registration. This means that my licenses are currently inactive which limits the scope of advice I can give for now--hence "Financial Coach" vs "Financial Advisor".