Patrick has over thirty years of experience in the financial services industry as a credit analyst, commercial lender, financial planner, portfolio manager and investment advisor. He joined EP in 2024 after his previous firm Wacker Wealth Advisors was acquired by EP. Prior to joining EP, Patrick ...more

Patrick has over thirty years of experience in the financial services industry as a credit analyst, commercial lender, financial planner, portfolio manager and investment advisor. He joined EP in 2024 after his previous firm Wacker Wealth Advisors was acquired by EP. Prior to joining EP, Patrick served as a Wealth Advisor and shareholder of Wacker Wealth Partners for seventeen years. EP WEALTH ADVISORS’ regional office located in San Luis Obispo, California provides comprehensive wealth management, financial and investment planning, and investment management services on a strictly Fee-Only basis to individuals, families, and fiduciaries (trusts, foundations, and estates).less