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Patricia Powell Houlihan
Vorstandsvorsitzender bei Houlihan Financial Resource Group Ltd.
Profil
Ms. Patricia P.
Houlihan is a Principal at Houlihan Financial Resource Group Ltd.
She is President and Chief Executive Officer, Houlihan Financial Resource Group, Ltd.
She has been in the field of corporate and personal financial planning and asset management since 1983.
Prior to entering the financial planning profession, she was a mathematics teacher with Fairfax County Public Schools.
She served as Chair of CFP Board, the International CFP Council and Board of Practice Standards.
She was a member of the TIAA-CREF Institute Financial Advisor Advisory Board and a member of ASEC’s Policy Board.
Ms. Houlihan is a past member of the advisory board for the Journal of Retirement Planning and the editorial board for Asia Financial Planning Journal.
She was an adjunct professor at the George Washington University in Washington, D.C.
and co-author of the Dalton CFP® Examination Review Case Exam Book.
Ms. Houlihan is registered with the Securities and Exchange Commission as an Investment Advisor Representative through Houlihan Financial Resource Group, Ltd
Aktive Positionen von Patricia Powell Houlihan
Unternehmen | Position | Beginn |
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Houlihan Financial Resource Group Ltd.
![]() Houlihan Financial Resource Group Ltd. Investment ManagersFinance Houlihan Financial Resource Group Ltd. (HFRG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ashburn, Virginia. The firm was founded by Patricia Houlihan in 1999. HFRG provides personalized financial planning and/or investment management services to families, small business owners, and other professionals throughout the greater Washington D.C. area (Virginia, Maryland and the District of Columbia) and throughout the country. | Vorstandsvorsitzender | 01.01.1999 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 1 |
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Houlihan Financial Resource Group Ltd.
![]() Houlihan Financial Resource Group Ltd. Investment ManagersFinance Houlihan Financial Resource Group Ltd. (HFRG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ashburn, Virginia. The firm was founded by Patricia Houlihan in 1999. HFRG provides personalized financial planning and/or investment management services to families, small business owners, and other professionals throughout the greater Washington D.C. area (Virginia, Maryland and the District of Columbia) and throughout the country. | Finance |