Patrick Foley

Financial Planner Patrick Foley has been guiding Americans toward happy retirements for more than 25 years. He and his partner and co-author Kristin Hillsley have developed an innovative and holistic process that inspired the book Winning at Retirement. Pat holds the CFP(R) designation, and has an eclectic background that includes extensive community service, regular speaking engagements, and the founding of a music festival and bone marrow drive. In their practice, Pat and Kristin avoid...See more

Financial Planner Patrick Foley has been guiding Americans toward happy retirements for more than 25 years. He and his partner and co-author Kristin Hillsley have developed an innovative and holistic process that inspired the book Winning at Retirement. Pat holds the CFP(R) designation, and has an eclectic background that includes extensive community service, regular speaking engagements, and the founding of a music festival and bone marrow drive. In their practice, Pat and Kristin avoid investment jargon, and focus on breaking complex subjects into an easily understood series of decisions. That, and a realization that money is just a means to more important ends, guides their approach to advising people in their practice and through their book. Pat and his wife Heather have two daughters and two crazy dogs, and live in Philadelphia. See less