Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B
Fee Structure
Financial Planning:Included in AUM fee
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Location
6621 Bay Laurel Place, Avila Beach, CA, 93424
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is a member of West Coast Financial, LLC and the general partner for multiple real estate funds. Cerity Partners merged with West Coast Financial, LLC, and Patrick will maintain general partners in five private real estate funds, dedicating minimal time to this activity.
Employment History
Current Registrations
Cerity Partners LLC
April 2025 - Present · 10 mos
Cerity Partners Retirement Plan Consultants
April 2025 - Present · 10 mos
Previous Registrations
West Coast Financial, LLC
June 2013 - April 2025 · 11 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.