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Name
Patrick Noel
Title
Sr. Compliance Consultant at XY Planning Network
Bio
Patrick Noel is a compliance professional with over a decade of regulatory experience, currently
serving as a Senior Compliance Consultant with the XY Planning Network. Before joining XY
Planning Network in 2021, Patrick honed his expertise at the Texas State Securities Board,
where he navigated the complexities of regulatory compliance as an inspections and
compliance examiner. Patrick obtained his Bachelor of Business Administration in Accounting from the University of Texas at San Antonio and also holds the IACCP® (Investment Advisor Certified Compliance Professional) designation. Patrick is dedicated to helping financial advisors understand and implement effective compliance strategies that align with regulatory expectations.
Outside of his professional pursuits, Patrick enjoys gardening, tackling home improvement
projects, and cherishing quality time with his wife of 15 years and their three beautiful children.
serving as a Senior Compliance Consultant with the XY Planning Network. Before joining XY
Planning Network in 2021, Patrick honed his expertise at the Texas State Securities Board,
where he navigated the complexities of regulatory compliance as an inspections and
compliance examiner. Patrick obtained his Bachelor of Business Administration in Accounting from the University of Texas at San Antonio and also holds the IACCP® (Investment Advisor Certified Compliance Professional) designation. Patrick is dedicated to helping financial advisors understand and implement effective compliance strategies that align with regulatory expectations.
Outside of his professional pursuits, Patrick enjoys gardening, tackling home improvement
projects, and cherishing quality time with his wife of 15 years and their three beautiful children.
