Alex J. Patterson, CPA is a financial planner and investment advisor at Financial Planning Advisors. His responsibilities include assisting our firm’s financial services practice which includes retirement, investment, estate and insurance planning.
Alex previously was a Vice President and Internal Audit Manager at PNC Financial Services Group, Inc. in Pittsburgh. During his four years at PNC, Alex spent time auditing both the Shared Services (Finance, Human Resources, Legal, Ethics, and Governance) and Asset Management Group lines of businesses. He was responsible for planning and leading audits over internal controls systems to ensure proper risk mitigation, ensuring regulatory and fiduciary compliance.
Prior to his tenure with PNC, Alex spent six years with Herbein + Company, Inc. in its western Pennsylvania offices where he was a supervisor responsible for the planning, supervision, and completion of audit & assurance services for a multitude of entity types, including Employee Benefit Plans. Additionally, at Herbein, Alex worked within the tax department completing personal (1040) tax returns, as well as business tax returns.
He has been a Certified Public Accountant in the Commonwealth of Pennsylvania since 2013 and is a Registered Investment Advisor Representative of Financial Planning Advisors. He is also a member of the Pennsylvania Institute of Certified Public Accountants (PICPA) and Financial Planning Association.
Alex graduated in 2011 with a B.A. Accountancy from Washington & Jefferson College where he played football in addition to being active and serving as Treasurer in his fraternity, Phi Delta Theta. Alex and his wife Rachel enjoy traveling and spending time with their daughter Felicity.