Patrick White

Patrick White

MBA, CFP®, CPA, Managing Partner

Patrick White is the director of Castle Rock Accountants. Prior to entering the tax world, he worked in the private client banking sector of one the most prestigious financial institutions in the country.

It was there that he guided high net worth clients and business owners towards financial success.

Patrick holds a BA in economics from CSUF, MBA from California Lutheran University, is a Certified Financial Planner, and a Certified Public Accountant.