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