Patrick Barker; CFP®, CLU®, ChFC®, MSF in

Patrick Barker; CFP®, CLU®, ChFC®, MSF

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Wealth Management Advisor at Northwestern Mutual
📍 Suffolk County, Massachusetts, United States

Patrick is a Wealth Management Advisor at Northwestern Mutual with over 19 years of experience. Holding CFP®, CLU®, and ChFC® credentials, he earned his Master of Science in Finance from Boston College. People who have worked with him describe him as attentive and patient.

Outside of work, Patrick lives in Franklin, MA, with his wife, son, and daughter. He is actively involved in his community by coaching local youth sports, including hockey and baseball.

He has a comprehensive set of credentials, holding the CFP®, CLU®, and ChFC® designations, showcasing a broad commitment to his profession.

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Experience
21 Years
Current Role
Wealth Management Advisor
Location
Suffolk County, Massachusetts, United States
Personality Overview

How Patrick shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Patrick cares about

Holistic Financial Planning
His approach involves understanding complex financial issues to design customized solutions for individuals, families, and businesses.
Retirement Strategy
He often shares insights on how different retirement accounts work and how clients can use tax advantages to their benefit.
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Career

Work history

2005
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2004 - 2005
Master of Science in Finance (MSF)
Boston College Carroll School of Management
2000 - 2004
Bachelor of Science - BS
Providence College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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