Patrick Bortz

Patrick Bortz

Patrick joined Paramount in 2012 after graduating from the Robert Trulaske College of Business at the University of Missouri. He provides asset management, estate planning and retirement income strategies through a wide range of financial strategies. He takes each of his clients through an educational process in helping them to establish objectives to achieve their financial goals. 


Patrick enjoys golf and boating in his spare time.


Patrick holds his Life, Variable and Health Insurance license as well as FINRA Series 7, 63 and 65 registrations.







Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paramount Financial Strategies, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 262-522-8476