Patrick is a financial advisor at Seamount Financial Group in the Tustin, California office. He helps individuals and families manage their finances, allowing them to focus on personal and professional priorities. Patrick specializes in portfolio construction, asset allocation, income tax and retirement planning, stock option analysis, and orchestrating tax-efficient wealth transfers between generations, ensuring family members are properly educated and prepared.

Prior to joining Seamount, Patrick 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 solutions for clients such as public retirement systems, central banks, corporations, endowments, foundations, and financial institutions worldwide. Patrick holds a bachelor's degree in economics from the University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER^® practitioner, having completed the CFP® education program at the University of California, Irvine. Outside of work, he enjoys writing and discovering new music.

The CFP^® designation is conferred by the Certified Financial Planner Board of Standards, Inc. To earn the credential, each CFP^® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience.  In addition, candidates must take the CFP® Certification examination and complete a CFP®-board registered program, or hold an accepted designation, degree, or license. Every two years, CFP® certificants must complete a minimum of 30 hours of continuing education. More information regarding the CFP® can be found at: www.cfp.net.