Patrick has more than 20 years of financial services and wealth management experience. He focuses on helping clients work toward success and protecting their financial futures through tailored investment and insurance strategies. Patrick believes in staying both financially and physically fit, and spends his free time biking, hiking, and exploring the beaches and trails around Southern California.
Before joining LAPFCU, Patrick helped clients manage their financial success as a Financial Advisor at Prudential. Prior to this, he served as a Senior Financial Advisor for Muriel Siebert/StockCross, Wells Fargo, E*TRADE Financial, and AMERITRADE. Patrick completed his studies at the Institute of Business and Finance in San Diego. Patrick has managed assets upwards of $115 million, and has a background in finance, investment, lending, trust services, and insurance.
Patrick holds FINRA Series licenses 7, 63, 65, and 66 with LPL Finanial. He is also a licensed State of California Life Insurance Agent.
California Dept. of Insurance License #0E38192