Patrick Hanzel, CFP®

CERTIFIED FINANCIAL PLANNER™ & Advanced Planning Specialist

Expertise
Patrick Hanzel is a CERTIFIED FINANCIAL PLANNER™ on the advanced planning team at Policygenius. He has eight years of insurance and financial industry experience and previously worked at Northwestern Mutual as an advisor and associate. His expertise has been featured on Lifehacker, Consumer Affairs, Authority Magazine, and Thrive Global.

Education
Patrick has a degree in Business Administration from Nebraska Wesleyan University, where he was also a member of the golf team.

Certifications
Patrick is a CERTIFIED FINANCIAL PLANNER™ (CFP). He has completed FINRA Series 6 (Investment Company and Variable Contracts Products Representative), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) examinations.