Central Coast, California Office

892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401

Phone: (805) 541-1308

Fax: (805) 541-5517

Patrick O’Hara

Patrick O’Hara, CFP®

Senior Wealth Advisor

Central Coast, California

  • Patrick directly manages client relationships, overseeing all aspects of their financial and investment plans.

  • 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.

  • 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.

  • 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.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Dividing debts in a divorce can be a...

Money is a common source of contention...

Who suffers the most financially in a...

A CDFA® is a financial planner who...