Patrick Diamond is a CFP® professional, portfolio manager, author, and podcast co-host. He joined the Wealth Management Resources team in 2020. He brings a unique perspective to financial planning having been a practicing attorney with over a decade working with clients and companies in the financial services industry. His passion lies in serving clients as a fiduciary planner and investment advisor helping individuals and families plan for all stages of their financial lives, from saving and paying for college to planning for retirement and beyond. He is a graduate of Colgate University, received his law degree with distinction from New York Law School, and received his Advanced Diploma
Patrick Diamond
Vice President and Certified Financial Planner™
Wealth Management Resources Inc
United States, Rhode Island, Providence
About Me
Profile Information
Vice President and Certified Financial Planner™
Wealth Management Resources Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Providence
Rhode Island
United States
Aug 25, 2025
More profiles to browse
Todd Casazza
Senior Vice President and CERTIFIED FINANCIAL PLANNER™

Arthur C Everly
Co-Founder, President & Principal

Scott Everly
Executive Vice-President
KW
Kevin Worthley
Executive Vice President
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST