Patrick White is a Managing Partner of Castle Rock Accountants. Prior to entering the tax world, he worked in the private client banking sector of one of 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 builds client relationships through high touch customer service and delivers knowledge-based solutions for tax, accounting, and financial matters. He holds a BA in economics from CSUF, MBA from California Lutheran University, and is a Certified Financial Planner and a Certified Public Accountant.