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Patrick Lach, Ph.D., CFA, CFP®

Lach Financial, LLC

3046 Breckenridge Lane Suite 202
Louisville, KY 40220
Phone: (502) 295-7887

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Life Planning
  • Retirement
  • Sudden Wealth

 

About My Practice

 

Experience

Patrick Lach graduated magna cum laude from Bellarmine University as a double major in Accounting and Economics in 2004. He went on to earn a Masters and Ph.D. in Finance at Mississippi State by May of 2008. After graduating from Mississippi State, he accepted a tenure track position as an Assistant Professor of Finance at Eastern Illinois University.

Professor Lach is a 5-time recipient of teaching awards for performance in the classroom at both Mississippi State and Eastern Illinois, and has continued his research into investment theory, publishing two peer-reviewed studies and presenting them at a number of peer-reviewed academic conferences and major universities. He has also been sourced to provide specialist materials for textbooks on finance and act as a reviewer for work in a number of academic journals.

In 2011, Professor Lach founded Lach Financial in Louisville, Kentucky, with the hope of providing objective advice based on the principles of peer-reviewed academic research. In pursuit of this goal, Patrick has received his Chartered Financial Analyst (CFA) charter, his Certified Financial Planner (CFP) certificate, joined the Financial Planning Association, and is proud to be able to offer clients access to Dimensional Fund Advisors.

At present, his work consists of both performing his academic duties as an Assistant Professor of Finance at EIU, as well managing Lach Financial full-time. Patrick meets with clients in person from Friday through Monday and teaches in Illinois from Tuesday through Thursday, while staying in contact with investors via phone and email while managing their portfolios 7 days a week.

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Ph.D. (Finance)

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.