Patrick Coor, CPFA

Born and raised in Richmond, VA, I have always had a deep appreciation for community and service. After graduating from Virginia Military Institute in 2013, I immediately commissioned into the U.S. Army, where I served for three years as a Platoon Leader and Executive Officer, stationed at Camp Humphreys, South Korea (Zone 3), and Fort Campbell, KY. While leading soldiers, I found unexpected fulfillment in helping them navigate their financial concerns—whether it was budgeting, planning for the future, or preparing for life after the military. It was in these moments that I realized my passion for financial guidance.

Transitioning to the civilian sector, I knew I wanted to continue making a meaningful impact in people’s lives. I have always been drawn to people—understanding their goals, helping them build confidence in their financial decisions, and ultimately, empowering them to achieve their dreams.

Financial planning isn’t just about numbers—it’s about clarity, confidence, and control. Whether it's investment strategies, retirement planning, or risk management, I work closely with my clients to develop tailored financial solutions that align with their long-term goals. I believe that a strong financial plan isn’t just a roadmap—it’s a foundation for a secure and fulfilling future.

By taking a thoughtful, relationship-based approach, I aim to remove financial uncertainty and replace it with a clear path forward. Every client’s journey is unique, and my role is to provide personalized strategies, honest guidance, and unwavering support every step of the way.

I look forward to working with individuals, families, and business owners who are ready to take control of their financial future—and turn their aspirations into reality.

Professional Experience

Vice President – Moore Financial Services
LPL Financial Wealth Advisor – LPL Financial

Education

Virginia Military Institute
Bachelor of Arts in International Studies

Licenses, Registrations, and Affiliations

• Registered Representative with LPL Financial
• Investment Advisor Representative of LPL Financial
• Licensed Life and Annuity Agent
• CPFA, Certified Plan Fiduciary Advisor

Community Involvement

• VMI Club of Richmond
• Branch Museum of Architecture and Design: Junior Board Member

Achievements & Recognitions

• MassMutual Leaders Club Qualifier (2016-2018)
• MassMutual New Agent of the Year (2016-2017)