Knowledge is the key to a successful financial future. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Patrick is dedicated to the highest level of personal client service as well as life experienced advice. Patrick received his BA from the University of CA at Irvine. Patrick is an active member in the Orange County community by volunteering as a board member for the Costa Mesa Community Foundation.
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. FINRA
CA Dept. of Insurance
Costa Mesa Community Foundation
- Insurance Strategies