Patrick Velasco is a Wealth Advisor and has been providing Retirement Planning and Management Services since 2005. As part of the Advisory Group for the same time frame, Patrick has been committed to helping clients pursue their vision of wealth and a lasting financial legacy. Using his passion for client service and satisfaction, he strives to building trusting relationships with his clients while seeking to preserve, manage, and grow their assets.
Patrick currently holds securities registrations Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) licenses through LPL Financial. In addition to this, he also holds a California Life and Disability License CA #OF77208.
Before graduating from college, Patrick had participated in multiple outreach programs, which allowed him to witness firsthand many different walks of life. He credits this exposure to helping him appreciate and understand the importance of wealth management for his clients.
Outside of the office, Patrick enjoys spending time with his wife, Gienah, and his daughter, Olivia. He also enjoys playing soccer and golf, traveling, and attending his local church.