Patrick is a financial advisor at Seamount Financial Group based in the Orange, California office. He works closely with individuals and their families to manage multiple aspects of their finances so they can return focus to personal and professional priorities. His areas of focus include portfolio construction and asset allocation, comprehensive financial planning, retirement planning solutions, and orchestrating wealth transfers between generations, ensuring everyone is properly educated and prepared. Patrick uses innovative technology to uncover and create efficiencies across multiple aspects of a client’s wealth, allowing them to capitalize on opportunities.
Prior to joining Seamount, he spent over five years at PIMCO in their Institutional Business Group. At PIMCO, he worked on over $20 billion in custom asset allocation and fixed income portfolio solution cases for public retirement systems, central banks, corporations, endowments, foundations, and financial institutions globally. Patrick earned his bachelor’s degree in economics from the University of Texas at Austin and holds his Series 7, 66 and 63 licenses. Outside of the office, Patrick enjoys spending his time making and finding new music and with family and close friends.
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