Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Patrick believes that being a financial advisor means much more than maintaining a license. He believes it is important to be involved in the profession, to expand upon education not only to be on the cutting edge of information, techniques, and technology, but it’s a duty owed to those he serves.
As a teenager, Patrick and his family experienced the deleterious effects of improper financial planning first-hand, propelling him towards a career in financial planning. Patrick's realization early on that unless one pursued a career in business or finance, the most important life skills of personal financial management are easily over looked as part of one's personal curriculum. In a world that is more globally connected than ever, with millions of investment options, Patrick feels that no individual or family should have to sift through the myriad of investments & strategies alone and potentially succumb to financial short-falls. His passion is to educate his clients, help them make smart choices about their money so his clients can enjoy the other important areas in their lives with confidence.
Patrick earned the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning, received his MBA from Keller Graduate School of Management and maintains the Financial Industry Regulatory Authority (FINRA) Series 6, 63 & 65 registrations. Patrick is a licensed life and health insurance producer with the California Department of Insurance (Lic. # 0F95094) and is a member of the Financial Planning Association - Orange County Chapter.
Patrick and his wife of 19 years live in Laguna Niguel. He is the proud father of two children, and enjoys coaching his children's athletic teams, rooting for the Kansas City Chiefs, golf, mountain biking, fishing, and other outdoor activities. Patrick can be reached at 949.305.5836 or by email.