Patrick Masterson - Money Matters

Patrick Masterson

CFP®, CRPC®The Woodlands &
Houston, TX
P 832.791.2300 | F 832.442.5407

Professional and Community Activities

  • Cub Scout Leader
  • Community Soccer Coach

Family
Patrick currently lives in the Woodlands, TX with his wife, Eileen and 2 children, Patrick and Caitlin. The Masterson’s are very active in their church, coaching and volunteering.  Most free time is dedicated to youth sports programs and school activities. Patrick enjoys scuba, volunteering, and spending time with his family.

Business Philosophy 
Patrick adheres to the following business practices when working with his prospective and longtime clients:

“It is my goal to help clients make wise decisions regarding their financial situation at any stage of their lives.  I am a skilled listener who will take the time to understand your financial circumstances, goals, investing temperament and time horizon.  As such, I will customize each solution according to your objectives.  My unique process allows me to pay close attention to your mission, vision, values and goals.  I have helped thousands of clients solve some of the most complex financial needs.”

Education

  • SUNY Cortland – Sociology – 1996 – BA

Business Experience

  • 2013 to present – Money Matters with Ken Moraif as a Financial Advisor.
  • 1999 to 2013 – Prior to joining Money Matters in 2013, Patrick served in various key positions for 14 years representing some of the largest and well known financial planning organizations in the United States, including TIAA-CREF, Edelman Financial, GE, Bank of America, and Genworth Financial.  Patrick has helped clients for the past 14 years achieve their goals in retirement.