Pat Wynne

Pat began his career in the financial services industry in 2014 at Tremblay Financial in Santa Barbara, where he earned his bachelor’s degree from Westmont College. After four years of serving families there, he returned to his hometown of San Diego in 2018 and joined Epstein & White, which partnered with Mercer Advisors in 2021.

As a CERTIFIED FINANCIAL PLANNER® Professional, Pat is passionate about delivering comprehensive financial planning tailored to each client’s life stage and goals. He thrives on helping clients define their financial priorities and takes great satisfaction in guiding them through a clear, actionable roadmap. Pat is especially motivated by the opportunity to relieve clients of financial stress, allowing them to focus on what they love most.

Having sat across the table from thousands of families throughout his career, Pat brings a wealth of insight and empathy to every conversation. He takes pride in sharing lessons learned — what has worked and what hasn’t — to help new clients make informed decisions about their future.
Outside of work, Pat enjoys playing golf, traveling the world, and spending time with his family. A proud San Diego native, he plans to stay rooted in the area for life, surrounded by his close-knit family. Pat is conversational in Spanish.