Patricia P. Houlihan, CFP® Print E-mail

patti-chair1Patricia P. Houlihan, CFP®, has been active in the field of corporate and personal financial planning since 1983. Prior to entering the financial planning profession, she was a mathematics teacher with Fairfax County Public Schools.  Currently, Ms. Houlihan is associated with the following:

  • President and CEO, Houlihan Financial Resource Group, Ltd.
  • Chair of the 2000-2001 CFP Board of Governors
  • Chair of the 2001-2002 International CFP Council
  • Chair of the 1997 CFP Board of Practice Standards
  • Recognized by Investment News as a contributor to the future of the financial service industry
  • Selected by Worth Magazine as one of the Nation’s 100 Most Exclusive Wealth Advisors
  • Selected by Bloomberg Wealth Manager Magazine as one of America’s Top Wealth Managers
  • Recognized by Wealth Manager as one of the 50 Distinguished Women in Wealth Management
  • Selected by Mutual Funds Magazine as one of 100 Great Financial Planners
  • Selected by Washingtonian Magazine as one of Washington’s Top Financial PlannersMember of 2002-2003 TIAA-CREF Institute Financial Advisor Advisory Board
  • Member of Virginia Commerce Bank Reston Advisory Board
  • Past Member of Advisory Board for Journal of Retirement Planning
  • Member of Editorial Board for Asia Financial Planning Journal
  • Panelist for May 2002 SEC Investor Summit
  • Selected by President Bush and Congress as a Delegate to 2002 National Summit on Retirement Savings
  • Cited in Mary Rowland’s In Search of the Perfect Model – The Distinctive Business Strategies of Leading Financial Planners.
  • Co-author of the Dalton CFP® Examination Review Case Exam Book
  • Admitted to the Registry of Financial Planning Practitioners
  • Past adjunct professor at the George Washington University in Washington, D.C.
  • Listed in WHO'S WHO IN FINANCE AND INDUSTRY and in WHO'S WHO OF AMERICAN WOMEN

Ms. Houlihan is registered with the Securities and Exchange Commission as an Investment Advisor Representative through Houlihan Financial Resource Group, Ltd., Registered Investment Advisor.  Ms. Houlihan was national winner of the 1987 Registry Case Study Competition held by The Registry of Financial Planning Practitioners. Ms. Houlihan assisted in the development and presentation of the weekly television series entitled The Washington Forum on Financial Planning.   Ms. Houlihan has been a guest on The Money Makers, Money Watch and USA Today on TV, a nationally syndicated series.  She hosted the PBS series, The Financial Advisors.  She has also written and narrated a financial planning video for The International Foundation of Employee Benefit Plans.