Patrick Huey

Veteran financial advisor, Patrick Huey, has founded Victory Independent Planning to help west coast private clients and charitable organizations optimize their financial strategies. Huey is a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®, and holds a Master of Business Administration.  The name, Victory Independent Planning, is a nod to Huey's service as a United States Naval Flight Officer: during two oversees deployments, he flew the F-14B Tomcat with the Jolly Rogers Fighter Squadron 103, which uses the radio callsign "Victory." 

Patrick Huey, Owner & Principal Advisor, states, "My goal is to be a difference maker for my clients -- helping people and the causes they care about dream and design their financial strategies. Whether it's planning for individual retirement, business succession or helping an organization meet its mission goals, my specialty is charting a course so clients can have maximum impact."  He continues, "Our mission is to provide a VIP Experience for our clients -- an effective financial relationship anchored by breadth and depth of expertise, stewardship over sales, independence over corporate interest, proactive and personalized service, and value focus."  Huey has over 20 years of leadership experience including more than  a decade in financial services.  He is the volunteer Treasurer for Portland's Sunshine Division, a food and clothing relief organization and authors History Lessons, a blog drawing on historical anecdotes to teach investment lessons.

Victory Independent Planning offers investment, retirement and philanthropic planning services, and serves clients along the West Coast. Investment advisory services offered through WealthSource Partners, LLC, a registered investment adviser.  Registration does not imply any certain level of skill or training.