Patricia Small, CPA/PFS

Patricia Small, CPA/PFS

(203) 931-9301
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Patricia Small, CPA/PFS

Pat is an avid tennis player who also enjoys walking and cooking.  She and her family enjoy spending time in Vermont and travelling. 

Pat has turned her love of walking into fundraising and has completed the Avon Breast Cancer fundraiser walk of 39.3 miles to help raise funds for research, education, diagnosis and access to treatment.

Pat is a Director with over 30 years of individual tax and financial planning experience. She holds both CPA and PFS (Personal Financial Specialist) designations.  Pat is an Investment Advisor Representative who works with the Filomeno Wealth Management team to provide integrated investment, tax and financial planning services to individuals. 

Pat works with her clients help them define their financial goals and to create a plan to achieve financial security.  She is a firm believer in incremental change and embraces the idea that small changes make impactful differences over time.

  • Connecticut Society of Certified Public Accountants (CTCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Member of the Tax and Personal Financial Planning Sections of the AICPA

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