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Pat Beaird

Pat Beaird

Managing Shareholder
CPA, PFS

Pat Beaird, CPA, PFS

Managing Shareholder

Pat is the Managing Shareholder and co-founder of Beaird Harris & Co., P.C. He received his degree in accounting from Texas A&M University in 1984 and has practiced as a Certified Public Accountant for 30 years. Pat is also licensed as a Personal Financial Specialist (PFS), which is the highest financial planning designation awarded by the American Institute of Certified Public Accountants.

With extensive experience in complex tax matters and a background in advanced estate planning, Pat works with closely-held businesses and high net worth individuals, with a particular emphasis in health care. He was instrumental in building the Firm’s specialty niche in the healthcare community, serving a variety of different specialties in both medicine and dentistry. Pat combines his extensive background in tax with a strong resume in wealth management to help clients structure their business and personal lives for the objective of achieving and maintaining financial independence. Pat has been quoted in several publications including The Boston Globe, The Chicago Tribune, CBS Marketwatch and Morningstar.com, among others.

Pat is a member of the Financial Planning Association, the American Institute of Certified Public Accountants and the Texas Society of CPAs.

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Education

B.B.A., Texas A&M University

Certifications / Licenses

Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Involvement

Texas Society of CPAs
American Institute of CPAs
Financial Planning Association
Zero Alpha Group

Recognition

N/A

Years at Beaird Harris

31 Years

Prior Experience

N/A

Born & Raised

Birmingham, AL
Rockwall, TX

Family

Pat and wife, Colleen, enjoy spending time with their three grown daughters.

Favorite

N/A

Fun Fact

Enjoys hunting and the outdoors.

Favorite Quote

“Don’t count the days, make the days count.”
– Muhammed Ali

Biography

Pat is the Managing Shareholder and co-founder of Beaird Harris & Co., P.C. He received his degree in accounting from Texas A&M University in 1984 and has practiced as a Certified Public Accountant for 30 years. Pat is also licensed as a Personal Financial Specialist (PFS), which is the highest financial planning designation awarded by the American Institute of Certified Public Accountants.

With extensive experience in complex tax matters and a background in advanced estate planning, Pat works with closely-held businesses and high net worth individuals, with a particular emphasis in health care. He was instrumental in building the Firm’s specialty niche in the healthcare community, serving a variety of different specialties in both medicine and dentistry. Pat combines his extensive background in tax with a strong resume in wealth management to help clients structure their business and personal lives for the objective of achieving and maintaining financial independence. Pat has been quoted in several publications including The Boston Globe, The Chicago Tribune, CBS Marketwatch and Morningstar.com, among others.

Pat is a member of the Financial Planning Association, the American Institute of Certified Public Accountants and the Texas Society of CPAs.