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Patricia L. Kazumba, CFP®

Patricia L. Kazumba, CFP®

Partner & WealthCare Advisor

Patricia has over 16 years of experience in the financial services industry.

Patricia focuses on helping her clients meet their investment planning goals and objectives. Patricia provides advice and guidance in the areas of retirement planning, asset management, insurance, and the implementation of an overall financial plan.

Patricia is a Certified Financial Planner®. She holds FINRA Series 7 & 66 registration and Maryland Life & Health insurance licenses. 

In 2001, she graduated summa cum laude from the Catholic University of America in Washington, DC with a Bachelor of Science degree in International Economics and Finance and a minor in Computer Science. Additionally, she was the recipient of the Federal Reserve Bank of Richmond 2001 Excellence Award.