DAX PATAKI, CFP

Wealth Planning Consultant 

Email:    dax.pataki@capitasfinancial.com

Phone:  678-697-4915

Dax joined Rushing Financial Group as a Wealth Planning Consultant in 2017. He is an insurance professional and is dedicated to helping financial advisors and their clients with complex insurance planning scenarios. Previously, Dax worked with AIM Systems for 12 years focusing on the financial institutions side of the business. He believes this experience has given him the tools to assist financial advisors with their clients’ planning needs. His consultative protocol sets him apart and allows him to discover insurance opportunities for his financial advisors. Dax’s area of expertise includes estate planning, wealth transfer, policy review and business insurance planning.

 

Dax completed the CFP program at Oglethorpe University in Atlanta in 2007 and earned a BBA from the University of Georgia. He holds licenses in GA, AL and FL as well as a Series 6 and 63 from FINRA. In his spare time, Dax enjoys spending time with his family in Roswell, GA. He is an avid tennis player and gets on the courts as often as he can, bringing that same competitive nature and drive to win to his practice.

This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 26 W. Dry Creek Circle, Ste. 575, Littleton, CO 80130

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

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