Patrick Chevalier III

Patrick Chevalier III has always been deeply interested in economics and the stock market, which led him to pursue a BBA in Finance from Business School. During his time in Retail Management, while working his way through college, Patrick developed a passion for serving others and building strong relationships. This passion, combined with his financial expertise, drove him to transition into financial advising to help members of his community achieve their financial goals.

Patrick holds a Series 7 and Series 66 license, along with Texas Life, Accident, and Health Insurance Licenses, further solidifying his commitment to delivering comprehensive financial advice. He also completed the Board-Certified Financial Planner Education at the University of Texas at Austin, enhancing his qualifications to provide personalized financial planning solutions.

After gaining valuable experience with one of the major U.S. wirehouses, Patrick expanded his knowledge by working at a Family Practice Registered Investment Advisory firm. With over five years of financial planning experience and a strong foundation in personal finance education, Patrick earned the trust of his clients and eventually founded Chevalier Wealth & Associates.

Today, Patrick continues to distinguish himself through his personalized, client-centric approach. He believes that his combination of financial expertise, professional certifications, and dedication to service sets him apart from others in the field, as reflected in his high levels of client satisfaction.