Patrick Ritter, CFP® in

Patrick Ritter, CFP®

Go-getter · DISC type d
Leadership and Talent Development Consultant at Kemper
📍 Greater St. Louis, United States

Patrick is a Certified Financial Planner™ and Leadership Consultant at Kemper, specializing in insurance product training. He also runs Core Planning, a fee-only financial planning practice. He holds a Bachelor of Arts from Missouri State University and has been a CFP® since 2013.

Outside of his financial career, Patrick is an avid fly fishing enthusiast who runs the "River King Fishing" blog and has published ebooks on the topic. He serves his community as a volunteer board member for the Elevate Pathways Foundation, focusing on workforce development.

Unique fact: Patrick combines his financial expertise with technology by working as a contract consultant training AI models on financial planning projects.

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Experience
8 Years
Current Role
Leadership and Talent Development Consultant
Job Level
Middle
Location
Greater St. Louis, United States
Personality Overview

How Patrick shows up

Fast-Paced
Challenger
Self-Confident

They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Patrick cares about

Fee-Only Financial Planning
He founded Core Planning to provide fee-only financial planning, emphasizing that his clients value freedom, experiences, and relationships over material possessions.
Fly Fishing
Runs the "River King Fishing" blog and has published ebooks on the subject. He specifically targets outdoor enthusiasts as a key client base for his financial practice.
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Career

Work history

2-2022
Leadership and Talent Development Consultant
Kemper
2-2022
Principal at Core Planning, Founder at TradesWave Wealth
TradesWave Wealth
12-2025
Director of Workforce Development - Volunteer Board Member
Elevate Pathways Foundation
10-2025
Financial Advising AI Model Trainer
Mercor
9-2017
Blogger
River King Fishing
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012 - 2013
Certified Financial Planner Coursework
College for Financial Planning
1996 - 2000
Bachelor of Arts
Missouri State University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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