CERTIFIED FINANCIAL PLANNER™ & Advanced Planning Specialist
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.
Patrick has a degree in Business Administration from Nebraska Wesleyan University, where he was also a member of the golf team.
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.