Patrick P. Astre, CFP, EA, RFC is a Certified Financial Planner, an Enrolled Agent, (authorized by the US Treasury to represent taxpayers before the IRS) and a Registered Financial Consultant. Patrick has been advising individuals and corporations on issues of taxation, retirement and comprehensive financial planning since 1969.
Early in his life, Patrick learned the value of good planning. After graduating from high school in 1963, he discovered that his family had no money for education. Patrick struggled for a year, trying to work and attend college full time. In 1964 he decided to join the Army, knowing that Uncle Sam would provide funding for a full college education. Patrick left the Army in 1967 with the rank of Sergeant, an honorable discharge and a Bachelor’s degree from the United States Armed Forces Institute with the University of Maryland.
Even though Patrick earned the education of a CPA, he decided early on he wasn’t going to go the “Debits & Credits” route. He continued his education including advanced studies at the College for Financial Planning in Denver, Colorado. Along the way he earned three professional certifications, including EA. This designation required passing a grueling 16 hour examination on tax laws administered by the IRS.
Eventually Patrick envisioned the need for an independent firm that would provide a total comprehensive package, which would include planning advice and a follow through on all recommendations.
Patrick obtained all the necessary licenses and founded Astre Planning Associates in the early eighties. The firm now provides a full array of services including Tax and Accounting for individuals, corporations and fiduciaries, in addition to IRS representation, investment and pension management, estate and retirement planning and insurance. The combination of all these professional disciplines is rarely found under one roof. The firm is independent and represents no particular company or product.
In the early nineties, Patrick entered the life insurance industry. He combined tax and planning expertise to bring out new and innovative strategies for clients and business. In 1993 Patrick received the Newcomer of the Year and Agency Builder of the Year Awards. Each year has brought new awards and 2003 is no exception.
To share his expertise, Patrick has written numerous articles for professional publications and a tax & financial column in local newspapers. Patrick is a professional public speaker and is frequently sought after for seminars which are often sponsored by local colleges and school districts as well as corporations, associations and various organizations. His first book The Four Seasons of Money was self-published and has sold out its first printing. Patrick is a member of the National Speakers Association and Toastmasters International.
Patrick has offices in Shoreham and lives with his wife in Ridge, Long Island, New York. The couple has two grown children and two grandchildren. For more information visit prosperousboomer.com