Pat is a CFP who strives to help clients succeed in reaching their personal & business goals. The reason he works in the financial services industry is because he enjoys helping clients to understand the financial services his group can provide. What Pat enjoys most about his work is seeing clients understanding and working toward their financial goals. Pat spent 32 years as a financial advisor and practice manager and offers a wide variety of proven programs and services – from individual to business and retirement needs. People who know him can always count on his thoughtful consideration and advice on financial issues. He has since helped hundreds of people pursue their financial goals by implementing his suggestions. Pat graduated from Georgetown University with a B.S. in Biology. Pat has attained his CFP certificate from College of Financial Planning. Pat is married with two children and resides in Cypress, CA. In his spare time he enjoys endurance walking competitions and has completed 189 marathons!