Pat believes that as a financial planner, you wear multiple hats, but the primary one is helping clients articulate their goals and teaching them about the tools that they will need to get there. Pat works with the client and their family as a team.
When Pat was starting out, his primary guiding light was to treat each person he encountered in the same way he hoped people would treat his own loved ones. He has never wavered from this. Trust is a precious thing. He works hard to earn and keep the trust of every person he works with.
Pat graduated from UMass Amherst with a degree in Economics. He started his career working for John Hancock. While still in his 20's he moved from MA to CA where he lives on the historic Venice Canals with his family. Pat enjoys sports and is an avid baseball fan. He is a New York Yankees fan, despite being from MA. Pat is a licensed pilot and enjoys his volunteer work at The Planes of Fame in Chino, CA where he helps to restore and maintain vintage WWII warbirds.
Pat is a Certified Financial Planner, CFP®, Accredited Investment Fiduciary, AIF®, and is security licensed 7, 63, and 65. He is also life and health insurance licensed.
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.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.