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Episode #55: Claiming Victory with Patrick Huey of Victory Independent Planning
Manage episode 310853190 series 3074979
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Patrick Huey is an investment advisor representative and owner of Victory Independent Planning, LLC.
He is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom";
He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer.
He has a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University.
Patrick also served as a Naval Flight Officer from 1996-2005 earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.
Listen in as we discuss:
- What historical figures resonate the most with today's market?
- What you need to know about history that will help you navigate today's market?
- Why the Victory Pillars of Expertise, Stewardship[p, and Value are so important!
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