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Patrick Diamond

Vice President and Certified Financial Planner™

Wealth Management Resources Inc

United States, Rhode Island, Providence

About Me

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

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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

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