Patrick McKallagat, CFP^®, CLU^®

Partner/Financial Planner

“I view my role in my clients’ lives as helping them strike the balance between what their emotions are telling them to do and what the calculator is telling them to do. The best solution is often found somewhere in the middle.”

Financial advisor Patrick McKallagat prides himself in his ability to boil down the intimidating parts of financial planning into easy-to-understand concepts. The result is a planning process that is more comfortable for his clients. As a co-founder of Third 3rd Financial Partners, Patrick understands that it’s hard for his clients to picture themselves in retirement and what it takes to get there. That’s why Patrick and Tim endeavored to build the foundation of the company on helping clients have a successful third-third of their lives.

McKallagat is a CERTIFIED FINANCIAL PLANNER^TM and has earned the Charter Life Underwriter^® designation through The American College of Financial Services. He’s a member of the National Association of Insurance and Financial Advisors (NAIFA), qualifying member (2011/2012 & 2014-2019) of the Million Dollar Round Table (MDRT)¹, and the Financial Managers Society (FMS). He married his high school sweetheart, Katie, in 2012, and they have a son, Jameson, and a daughter, Isla. They reside in Bradford, Massachusetts.

¹The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.