Pat Wynne

Wealth Advisor

CFP®

pwynne@merceradvisors.com

Pat has been working in the financial services industry since 2014. After graduating from Westmont College in 2015, he worked with families in the greater Santa Barbara community for four years before ultimately returning home to San Diego. In 2018, he became an associate advisor at Epstein & White which partnered with Mercer Advisors in 2021. Pat is passionate about providing a high level of financial planning services to clients focused on reaching their retirement goals. He is CERTIFIED FINANCIAL PLANNER™ Professional. In his spare time, Pat enjoys playing golf, traveling the world, and spending time with family.

San Diego

9740 Appaloosa Road
Suite 150
San Diego, California 92131

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