Patricia Baillieul - Retirement Plan Consulting - United Capital

Patricia P. Baillieul, CFP®

Independent Presenter and Financial Counselor

Pat Baillieul is an independent Presenter working with The PFE Group*. She is a Certified Financial Planner® practitioner and has conducted workshops nationally since 2015.

Most recently Pat was a partner at Village Financial Partners in Newton, Massachusetts, a boutique practice focused on financial and life planning, investment management and retirement planning. In addition to working with individuals and families to create realistic life and financial plans, Pat participated in financial seminars for clients and community groups, and volunteered at Newton North High School, teaching financial planning, investment management and retirement planning.

Immediately prior to joining Village Financial Partners, Pat worked with New Directions in Boston as a life and career coach. Earlier in her career, Pat spent 19 years in executive positions in health care and financial services companies. Pat received a BA from UMass Amherst, an MBA from Harvard Business School, and is a graduate of the Program for Financial Planners at Boston University.

* Independent Presenters/Financial Counselors are contracted by PFE to deliver financial education only. Any and all financial counseling services provided for PFE and its clients is in a non-fiduciary capacity and should be considered general/educational only. It should not be considered financial planning, investment, tax or legal advice.