UBS Financial Services
47yrs
Top advisor by experience in Plano
32yrs
Patsy Mandola
Full name on record: Patsy Ralph Mandola
Financial advisor at Retirement Planners of America
Patsy Mandola is a fiduciary financial advisor in Plano, Texas, with 32 years in the industry. Patsy joined Retirement Planners of America in 2013, after a year at ORR Financial Group and five years at Grove Point Investments. Retirement Planners of America offers financial planning and investment management and is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 5% by experience in Plano
Office2820 Dallas Parkway, Plano, TX 75093
How the firm is paid ?Percent of assets
Typical client at the firm ?$631,228
Advisors at the firm33
States licensed ?1 state
Services through Retirement Planners of America
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowRetirement Planners of AmericaCurrent firm
- Apr 2012 – Jun 2013ORR Financial GroupPreviously
- 2007 – 2012Grove Point Investments, LLCPreviously
- Jul 2006 – Feb 2007Next Financial Group, Inc.Previously
Contact Patsy
(469) 246-3600Retirement Planners of America main office 2820 Dallas ParkwayPlano, TX 75093Office · Get directions Firm websiteretirementplannersofamerica.com
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Questions to ask Patsy
Tailored to Patsy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patsy
How do I contact Patsy?
Call Retirement Planners of America at (469) 246-3600 and ask for Patsy Mandola. Patsy works from the Plano, TX office.
How long has Patsy been a financial advisor?
Patsy has been in the industry since 1994, about 32 years. Top 5% by experience in Plano.
What licenses does Patsy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patsy a fiduciary?
Patsy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patsy paid?
Retirement Planners of America reports being paid by a percentage of the assets they manage. Ask Patsy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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