Todd Hanslik, CFA, is the co-founder and a Principal of Patriot Wealth Management, Inc., a Registered Investment Advisor. He has over 20 years of experience in the financial planning and investment management industry. Todd’s focus has been on providing comprehensive financial advisory services to high net-worth individuals and their families. Todd’s planning background includes extensive experience in financial and estate planning, income tax compliance, cash flow management and contingency planning. Additionally, he has been heavily involved with the investment management process for each of his clients, including asset allocation planning and implementation.
Todd received his Bachelor’s degree in Marketing from the University of Texas at Austin. He also earned a Masters of Business Administration from the University of Texas at Austin. He is a Chartered Financial Analyst (CFA) and a member of Association for Investment Management and Research (AIMR) and the Houston Society of Financial Analysts.
Prior to founding Patriot in 2004, Todd held the position of Vice President and Senior Financial Advisor at Kanaly Trust Company in Houston, Texas. He began his financial planning and investment career in November 1994 with FCA Corp, a Registered Investment Advisor.
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