Patricia O'Brien, CLTC

CLTC Designation

We would like to announce that Patricia O'Brien has secured her CLTC designation and is now "Certified in Long-Term Care".


The CLTC designation focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and it's consequences on their client's family and finances.


Patricia will become a trusted resource for clients who need long term care and are approaching retirement. Patricia's experience as a physician, consultant, and now with her CLTC, makes her an invaluable asset to our team of associates.


Please join Manny in congratulating Patty on her commitment to our firm and its clients.