Central Coast, California Office
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Patrick directly manages client relationships, overseeing all aspects of their financial and investment plans.
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Before joining EP Wealth Advisors, Patrick held similar responsibilities as a Wacker Wealth Partners Wealth Advisor since 2006. He also spent 10 years as an advisor at Merrill Lynch in the South Bay before moving to San Luis Obispo.
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Along with a B.S. in Economics from Stanford University, Patrick holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation and has passed Level 1 of the Chartered Financial Analyst® (CFA®) program.
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Travel, golf, and playing the guitar and mandolin are among Patrick’s leisure pursuits. His close-knit family includes four adult children and three grandkids. He also has an interest in Retirement Coaching for clients and non-clients, which focuses on the non-financial aspects of retirement including mental, physical, social, and spiritual well-being.
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