
Pat J. Wardian, CEO/President, Wardian Wealth Management, Inc. is a fiduciary and a "purpose driven advisor". Pat is an Investment Advisor Representative and is very well versed in wealth management, asset protection and other retirement and estate planning strategies. Pat believes that the proper financial vehicle for any account is determined by the purpose and goal that is identified and is specific to each client's situation. Pat focuses on the purpose first and the strategy second.
Pat is licensed in both Advisory services and Insurance. His motto: Identify the purpose of the account and based on each client's unique situation, the proper financial vehicles can reveal themselves. In his free time, Pat enjoys competing in triathlons and marathons, boating, watching Gonzaga basketball, and traveling with his wife, Sharon. He has been a frequent user of bike trails throughout the northwest, and a supporter of Friends of the Coeur d’Alene Trails: www.friendsofcdatrails.org and North Idaho Centennial Trail Foundation: www.itsmytrail.com.