Patrick J. Buffa
Vice President & Financial Consultant
Mr. Buffa is focused on the investment process to find ideas and solutions for his clients. He starts with the end in mind – his client’s goals, then works back to develop a customized approach to getting the desired results – he gets there using internal talent then leveraging Wall Street.
Mr. Buffa has a strategic alliance with Goldman Sachs for research, special situations, and access to capital markets.
Locally, he leverages local talent to bring additional value to his clients. Mr. Buffa has the resources to assist Individuals and businesses with tailored solutions that look at both sides of the balance sheet.
Mr. Buffa works at giving back to his community. He founded City of Life, through a partnership with Goodwill Industries, which is currently focused on getting jobs for foster care youth, Like the “Each One Help One” program and the Valencia Foundation in Central Florida.
He also has an interest in working with foundations on developing financial strategies.
- BA in Business- West Virginia University
- FINRA Licenses: Series 4, Series 5, Series 63, Series 65
- City of Life – Founder
- Valencia College Foundation – Executive Committee, Nomination Committee, Finance Committee
- Central Florida Veterans Memorial Park Foundation, Inc. – Board Member
Areas of Focus
- Small Business
- Institutional Clients
- Private Wealth Clients