Meet Pat
Pat is a Wealth Advisor based in San Diego, California. He began his career in the financial services industry in 2014 at Tremblay Financial in Santa Barbara. In 2018, he joined Epstein & White, which was acquired by Mercer Advisors in 2021. Pat is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.A. degree in psychology from Westmont College.
Pat’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Pat has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Providing clarity for military families navigating career transitions and financial complexity
His working style
Pat is known for his ability to translate the complexities of financial planning into a simplified message for his clients. He loves to get to know each client’s goals, dreams, and worries to find the optimal path to achieving Economic Freedom™. Pat can help you with your distinct financial situation.
Pat in real life
What keeps you busy outside of work?
I love spending my free time going to the beach with my fiancee Jackie and our dog Gloria as well as constantly working on my golf game (which is definitely a work in progress).
Favorite thing about where you live?
As a born and raised San Diegan, I’m passionate about any and all things San Diego. I have been a lifelong Padres fan and am eagerly waiting for the day when we can have a parade in downtown San Diego for them. I love exploring new beaches and restaurants across the town over the weekend as well.
What makes you tick?
I love developing new relationships and trust with people. Nobody is a stranger to me and I get a great feeling of joy when making new friends, both as clients and in my personal life.
Pat’s snapshots
Meet Pat’s Teammates
Schane Goheen
RVP, Sr. Wealth Advisor, Director
What Pat Says
Schane and I can usually be found digging together through each line of a tax return or spreadsheet to understand each specific detail of our clients’ financial lives.
Jessica Villarin
Client Service Specialist
What Pat Says
Jessica is my go-to partner on all things client service related. She allows me to spend more time doing what I love, which is connecting with my clients.
Alan Davis
Wealth Advisor
What Pat Says
Alan and I have collaborated for years. We love strategizing on the most efficient ways to service our clients and new ideas for implementing financial planning into their lives.
Ready to learn more?
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