• Episode #55: Claiming Victory with Patrick Huey of Victory Independent Planning

  • Nov 18 2021
  • Length: 1 hr and 4 mins
  • Podcast

Episode #55: Claiming Victory with Patrick Huey of Victory Independent Planning

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  • Summary

  • Patrick Huey is an investment advisor representative and owner of Victory Independent Planning, LLC.

    He is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom";

    He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer.

    He has a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University.

    Patrick also served as a Naval Flight Officer from 1996-2005 earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.

    Listen in as we discuss:

    • What historical figures resonate the most with today's market?
    • What you need to know about history that will help you navigate today's market?
    • Why the Victory Pillars of Expertise, Stewardship[p, and Value are so important!


    --- Support this podcast: https://podcasters.spotify.com/pod/show/biz-with-beard/support
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