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Patrick Traverse, CFP®, EA, CEPA

A Fresh, New Approach to Financial Planning

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Breakaway Financial Group Patrick Traverse, CFP®, EA, CEPA
Mount Pleasant, South Carolina

Serving Clients Nationwide

A Fresh, New Approach to Financial Planning

(843)564-8584

Website

Areas of Focus

  • Estate Planning
  • Investment Management
  • Owning a Business
  • Saving for College
  • Taxes

About Me

Patrick Traverse founded Breakaway Financial Group LLC in the fall of 2016. At the time, he had been in the industry for four years after he retired from an 18-year professional hockey career.

His goal is to build the firm he wished he could have found in his early 20s. As a young athlete, he was fortunate to find success and he knew he needed financial advice to ensure that he makes the most out of his money. However, he felt disappointed by the scope of work the advisors that were referred to him were performing. He knew that he needed much more help than investment management advice. He needed a financial planner and coach to help him take care of his family financially for decades to come.

Patrick was born in Montreal, Canada. He has 2 sons, Blake and Max. His wife Danielle is a local realtor. Patrick and his family live in Mount Pleasant. He likes to golf and enjoys a good meal with family and friends.

Patrick and his family moved to Charleston in the summer of 2013. They plan to continue to dig strong roots in our community.

Patrick is Breakaway Financial Group’s Lead Planner. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2017. Since then he has continued to accumulate an education around what he feels are the things that his clients need: Tax planning and Maximizing Business growth.

He has earned the Enrolled Agent designation which allows him to represent clients with their tax concerns. He is also a Certified Exit Planner which enables him to guide our clients to maximize the value of their business.

He also has a deep passion for helping everyone in our community get proper financial education and advice. He has a goal to continue to create his vision.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)

Location

887, Johnnie Dodds Boulevard, Mount Pleasant, South Carolina, 29464

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory meeting. The purpose of the Introductory Meeting is simply to find out if we are a good fit for your financial planning needs, and if you are a good fit for our firm. The Introductory Meeting is 30 minutes long. During the meeting, we will share with you information about: Our background | How we help our clients | Answers to frequently asked questions. After the meeting, we will send you a financial assessment to give you some initial guidance, just to thank you for visiting us. A week later, we will follow up with you to see if you have any questions.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

A Fresh, New Approach to Financial Planning

✅ We believe that everyone needs a financial plan created by fiduciaries, not just the wealthy. We help our clients rethink the way they use money – to use it as a tool to help them get the life they want. We use a modular financial planning approach that aligns with our client's busy lives. We methodically help them optimize their finances, one financial topic at a time. We also incorporate coaching philosophies to help our clients stay on track. A little accountability can go a long way.

✅ Who We Help: We are focused on helping early and mid-career professionals and small business owners with their financial planning guidance needs.

✅ Services: As a financial planning firm that specializes in holistic advice, we help our clients with all aspects of their money. We believe each decision should be made carefully and thoughtfully – to help maximize every dollar today and into the future.

Education

Quinnipiac University Organizational Leadership, Business Administration and Management, General

Badges

Languages

  • English
  • French

Hobbies and Interests

  • Family
  • Golf
  • Hockey

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/6089405

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Parents
  • Young Families
The Wealthtender Guide to Featured CERTIFIED FINANCIAL PLANNER™ Professionals
The Wealthtender Guide to Financial Advisors in Charleston
What is a Certified Exit Planning Advisor (CEPA)?