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Cfp® Patrick Hurley
Partner/ Safe Harbor Wealth Management
Professional Background
CFP Patrick Hurley is a distinguished financial planner with a fervent commitment to helping clients achieve financial peace of mind. Leading the team at Safe Harbor Wealth Management, Patrick has cultivated a reputation for delivering comprehensive and personalized financial planning services tailored to the unique needs of retirees, business owners, and affluent families. His philosophy centers around the belief that effective financial strategies empower clients to focus on what truly matters in their lives.
Patrick's career path reflects a diverse amalgamation of experiences. Before establishing himself in the financial industry, he engaged in a unique profession as a commercial mussel diver. This hands-on experience not only honed his work ethic and commitment to diligence but also instilled in him a profound appreciation for the natural world and the importance of sustainable practices. Transitioning from this physically demanding role to finance, he brought that same dedication and attention to detail to his work in financial planning.
As a CERTIFIED FINANCIAL PLANNER™ at LPL Financial, Patrick provides clients with objective and independent advice, ensuring their financial decisions are made with clarity and confidence. His role involves developing coherent and nimble investment strategies that align with his clients' long-term goals, regularly reviewing their progress to make necessary adjustments and ensure they remain on track. Through proactive strategies and a friendly, professional approach, Patrick has helped countless clients navigate complex financial landscapes, highlighting his commitment to their overall well-being.
Education and Achievements
Patrick Hurley earned his Bachelor's degree in Industrial Technology from Eastern Illinois University. This educational background laid the groundwork for his analytical skills and understanding of complex systems, which have become invaluable assets in the financial planning domain. His education combined with his real-world experiences has equipped him to address a variety of financial situations, making him a trusted advisor to many.
Throughout his tenure as a financial professional, Patrick has engaged in continuous learning and professional development to stay abreast of the latest trends and regulations in the finance industry. His designation as a CERTIFIED FINANCIAL PLANNER™ reflects his dedication to maintaining high standards of excellence in financial advice and client service. This prestigious certification is recognized nationally and demonstrates his proficiency in various aspects of personal financial planning, including investment, insurance, estate, and retirement planning.
Patrick's focus on building genuine relationships with clients is evident in the collaborative approach he employs when crafting financial plans. He is known for his ability to listen attentively and respond to clients’ needs and concerns, translating complex financial concepts into clear, actionable strategies.
Achievements
At Safe Harbor Wealth Management, Patrick has achieved remarkable success in helping clients establish financial security and peace of mind. His clients benefit not only from comprehensive financial plans that address their immediate concerns but also from ongoing support that prepares them for future challenges. The proactive strategies he implements are designed to adapt to changing circumstances, ensuring clients are always aligned with their goals.
Patrick's notable achievements include transforming the financial well-being of numerous families and business owners through tailored financial strategies that emphasize growth and sustainability. By prioritizing the development of coherent investment strategies, he's helped clients avoid pitfalls and seize opportunities in the market, fostering financial literacy and independence among those he serves. His dedication to consistent progress reviews ensures that all clients feel informed and engaged in their financial journeys, reinforcing the trust they place in him as a cornerstone of their financial decision-making.
In conclusion, CFP Patrick Hurley exemplifies the core values of integrity, service, and expertise at Safe Harbor Wealth Management. With a robust foundation in industrial technology, extensive experience in financial planning, and a commitment to client success, Patrick is well-equipped to guide you through your financial journey. Whether you are a retiree looking to manage your assets or a business owner seeking financial growth, Patrick’s personalized approach and proactive strategies position you for success, allowing you the freedom to focus on what matters most in your life.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.