Patrick Healy
Financial Advisor at Seamount Financial Group, Inc
Based in Newport Beach, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Newport Beach
Industry
Financial Services
Company size
6
Contact information
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p•••••••@seamountfinancial.com
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Background
About Patrick Healy
We specialize in working with family-focused professionals who are first-generation wealth creators and are going to experience a period of transition (retirement, new job, business exit, windfall, wealth transfer & inheritance). Clients are looking to reduce taxes, protect their assets, and secure their family’s financial independence. Clients are seeking a financial thinking REACH ME: Phone: 714-516-3390 Email: patrick@seamountfinancial.com I’m an Orange County, CA native and currently live in Newport Beach. I studied economics at the University of Texas at Austin and worked in institutional investment management at PIMCO for a number of years. I love making and finding new music, attending concerts, and coaching youth and high school Investment Advisory Services offered through Seamount Financial Group, Inc. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Seamount Financial Group, Inc, is not affiliated with Grove Point Financial, LLC or its subsidiaries
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