Who We Are

Since 1986, Pat Hubbard has led his firm by example, continually surpassing standard requirements to achieve elite standing within the industry.

Inspired by the ancestral meaning of the Hubbard name – “bright form, fair hope” – and with a commitment to the time-tested principles of trust and respect, client relationships are fostered through insightful thinking and hard work performed with integrity.

Know Your Advisor

“It’s not what money is, it’s what money does.”

Pat Hubbard, CFP®, CLU, ChFC
President & Principal Advisor

Certified Financial Planner®
Chartered Life Underwriter
Chartered Financial Consultant
Security Series 6, 7, 63, 65

I’m Pat Hubbard, president and principal advisor of Hubbard Planning Group, Inc. in Jacksonville, Florida. A native of Jacksonville, I’m a graduate of the University of Florida and served as an Air Force officer before launching this business in 1986, now centrally located near downtown Jacksonville.

I want you to know, throughout my career, I’ve been committed to continuous education as the foundation for providing client-focused financial planning strategies. My traditional work ethic compelled me to earn and consistently maintain the industry’s highest insurance and investment certifications. I’m motivated daily to put this knowledge and my lifetime of experience into action to make a positive difference in the lives I touch.

Like you, I share a love of country and community and am involved in advocacy, professional and charitable organizations:  Founder, Boy Scout Troop #136; Volunteer, Guardian Ad Litem and Meals on Wheels; Charter Board Member, Northeast Florida Healthy Start Coalition, Inc.; Past President, The Exchange Club of Jacksonville; Contributor, Marine Corporal Joshua Watkins Scholarship Fund at the University of North Florida.

My wife Paula and I are the proud parents of two grown sons: Aaron, who is pursuing a legal career, and Shaun, an Iraq War veteran pursuing a career in medicine.