Patrick Hanzel, CFP®

CERTIFIED FINANCIAL PLANNER™ & Advanced Planning Team Lead

About

Patrick Hanzel is a CERTIFIED FINANCIAL PLANNER™ and Advanced Planning Team Lead 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.

Expertise

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

Our editorial guidelines

From insurance to estate planning to financial advice, every Policygenius article is thoroughly researched, written, and fact-checked by our team of experts. We're committed to giving you the transparent, up-to-date information you need to understand your financial options and help you make the right decisions.Read more about our editorial process.