Patrick White

Patrick White

MBA, CFP®, Director

Patrick earned his Bachelor’s degree in Economics from California State University of Fullerton. He also earned his MBA at California Lutheran University.

Prior to entering the accounting world, Patrick worked in the private client sector of one of the top financial institutions in America. It was there that he earned his Certified Financial Planner designation and used his knowledge to guide clients to a more secure future.

Patrick uses his excellent customer service skills when assisting clients with their tax and accounting needs, in order to build stronger client relationships, which positively impacts the business.

In Patrick’s free time, you can find him in the gym, indoor rock climbing, and hiking with his pup Molly.