Patrick Lawrence, CFP®, ChFC

Patrick Lawrence, CFP®, ChFC, is an experienced CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of experience helping families, individuals, and small businesses achieve their financial goals and navigate life events.

Pat brought his talents to the Franklin Group in 2025, adding to the diverse skill sets that allow FGFS to individualize financial strategies, estate planning, asset accumulation, income protection, education funding, executive benefit planning, and more.

As a CERTIFIED FINANCIAL PLANNER® professional, Pat has voluntarily agreed to abide by the Certified Financial Planning Board of Standards rigorous education, examination, experience, and ethical requirements including a commitment to always act as a fiduciary. Through this extensive program, Pat has gained a tremendous knowledge base that enables him to help clients prepare for their futures and protect their finances at each stage in life.  

He completed his CFP® designation in 2006, ChFC designation in 2014, and Wharton certification as a Retirement Planning Specialist in 2019. Pat currently resides in Lewes, Del., with his wife and two children.

_{CFP(r), CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP(with flame logo) are the certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.}

_{The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.}