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Patrick O'gorman

Personal Financial Counselor, CPA, CFP® at Zeiders Enterprises, Inc.
Intro Book
Seasoned financial planner with 10+ years of experience in strategic financial planning, tax, and wealth management.
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Location
Atlanta, Georgia, United States, US
Skills
  • Strategic Financial Planning
  • Tax
  • Financial Planners
  • Tax Preparation
  • Wealth Management
  • Show all
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Bio

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Patrick O'Gorman is a seasoned financial professional with extensive experience in strategic financial planning, tax, wealth management, and retirement planning. He has held leadership positions in various companies, including General Manager at Eastman Kodak Company, and has provided financial counseling services to U.S. Service Members and their families. With a strong educational background in Accounting from Villanova University and an MBA from San Francisco State University, Patrick is a certified financial planner (CFP) and certified public accountant (CPA).

Credentials

  • Certified Financial Planner
    Certified Financial Planning Board of Standards
    Mar, 2006
    - Jun, 2026
  • CPA (Certified Public Accountant)
    AICPA
    Mar, 1981
    - Jun, 2026

Experience

  • Zeiders Enterprises, Inc.
    • Personal Financial Counselor, CPA, CFP®
      • Aug 2013 - Present

      Providing financial & tax counseling services to U.S. Service Members and their families, one on one counseling as well as briefings/presentations to military units.

  • MHNGS
    • CPA/CFP®
      • May 2008 - May 2013

      Independent contractor providing financial planning and tax services to military and civilian personnel in the UnitedStates and Europe. Responsibilities include individual financial planning with enlisted personnel,officers and civilians, as well as presentations to military units on financial p...

  • Tax Doctor Inc
    • Greater Atlanta Area
    • CPA/CFP®
      • Sep 2006 - May 2008
      • Greater Atlanta Area

      Responsible for supervision and tax preparation in this Jackson Hewitt franchisee’s branch office in Atlanta. Management and control of the preparation of 1300 federal & state tax returns annually, this position provided a broad range of tax and financial planning advice to clients.

  • C.W. O’Conner & Associates, Inc
    • CPA/CFP®
      • Nov 2004 - Sep 2006

      Registered Wealth Management and Financial Planning services firm providingcomprehensive financial planning services to clients with particular emphasis on the financialplanning process, estate planning services, and retirement planning.

  • Eastman Kodak Company
    • General Manager
      • Jan 1972 - Jan 2003

      General Manager of Kodak owned subsidiary companies in Southeast Asia, Africa and theMiddle East.

Education

  • 1974 - 1975
    San Francisco State University
  • 1965 - 1969
    Villanova University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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