Patricia J. Filbrandt

CFP®, CLU®, ChFC®

“Always leave it better than you found it.” This is an essential attribute of planning. I find that my thirst to learn increases as I get older and realize each day how much I don’t know. I live to learn each day.

8401 Greenway Boulevard Suite 212 Middleton, WI 53562
608-836-3600

Patricia has been involved in the financial services industry since 1980 and is part of Savant’s University Wealth Management team. She is a founder-owner of Filbrandt & Company, which transformed into Filbrandt Investment Advisers, and then to Filbrandt Wealth Management which joined with Savant in 2021.

Patricia attended the University of Wisconsin. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter® (CLU®), and a Chartered Financial Consultant® (ChFC®).

Patricia is involved with several non-profit organizations. She enjoys hiking, biking, and traveling with family and friends, next door or worldwide.


Education &
Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.