Broker Check
Patrick Thompson, AWMA®

Patrick Thompson, AWMA®

Principal & Financial Adivsor


Patrick is known for his genuine commitment to client education and the cultivation of authentic relationships. With a belief that being a financial advisor extends beyond a mere professional title, Patrick actively engages in the financial landscape, always striving to expand his expertise and stay abreast of evolving trends.

Having witnessed the tangible impact of insufficient financial planning within his family during his teenage years, Patrick's journey into financial advising is rooted in real-world experiences. This early realization fueled his passion for ensuring that vital life skills in personal financial management are accessible to everyone, irrespective of their career paths.

Patrick's client-centric philosophy revolves around the core idea that no individual or family should navigate the intricate world of investments and financial strategies alone. He understands the global interconnectedness of today's financial markets and aims to demystify complexities for his clients. His approach is pragmatic, driven by a sincere desire to impart knowledge and empower clients to make informed decisions about their financial future.

Beyond numbers and portfolios, Patrick values authentic connections. He fosters relationships built on trust and open communication, understanding that a successful financial partnership is grounded in mutual understanding. Clients appreciate not only his financial acumen but also his ability to explain complex concepts in a relatable manner.

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).

Patrick and his wife of 22 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, by text at (949) 415-3911 or by email.