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.


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