Broker Check
Patrick Hale, CRC®

Patrick Hale, CRC®

VP, Senior Financial Advisor

5000 Meadows Road, Suite 100
Lake Oswego, OR 97035

Patrick Hale is a Senior Financial Advisor with CB Financial Services helping clients achieve their long-term success with strategic counsel toward financial planning and guidance with investment portfolios. His focus is on wealth accumulation for working clients and then a steady transition toward income generating assets throughout retirement. A firm believer in truly listening to his clients, Patrick works to ensure that the collaboration with the client results in long-term success.

Patrick serves clients throughout the Portland, Oregon market and is a proud graduate of Western Oregon University.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.