Professional Affiliations

In addition to a California Life Insurance license and the series 6, 7, 63 and 65 securities licenses, Patrick has attained the following advanced designations:  

CERTIFIED FINANCIAL PLANNER^TM  To attain the CFP designation, an applicant must pass a 10 hour comprehensive examination covering the following areas of knowledge: Retirement Planning, Investments, Estate Planning, Insurance, Taxation and Retirement Plans.

Additional information on the CERTIFIED FINANCIAL PLANNER^TM certification may be found at the CFP Board of Standards official website: www.cfp-board.org.

CFP^® and Certified Financial Planner^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CHARTERED LIFE UNDERWRITER (CLU) is an advanced designation conferred by The American College, and is a prestigious designation awarded to professionals in the insurance and financial services industry. A CLU is a highly qualified specialist who can assist you with individual and business financial planning concerns such as selecting life and health insurance, estate planning, and retirement planning. Because they have earned this designation through extensive educational, experience, and ethical requirements, CLUs have the knowledge required to guide you in making sound financial decisions. 

Patrick is also a Real Estate licensee

CA License #: 01418109