Patrick Kline, CFP®

FInancial Advisor

 
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I enjoy taking the complexities of financial decision making for clients and making it simple and easy to understand.
 

Bio

Patrick spent eight years doing financial planning at Northwestern Mutual before joining Dodds Wealth in 2019. He holds his Series 7, 6, and 63 securities licenses through LPL Financial and has attained the Certified Financial Planner designation (CFP®). Patrick grew up in Colorado, and attended the University of Colorado Denver.

As a Financial Advisor Patrick strives to deliver simple, actionable, and dynamic retirement plans. The CFP® designation means Patrick has completed extensive training specific to financial planning and is required to complete additional training each year. Additionally, because of his prior work experience, Patrick also has an in-depth knowledge of insurance products and assists clients with insurance questions.

Patrick and his wife Ashley have two kids, Olivia and Josiah. In their free time, they enjoy exploring Colorado’s hiking trails and spending time in the mountains. Patrick is also an avid cyclist and a drummer.

 
 

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Team