License Held: Series 65
Insurance License Held: California Life, Accident and Health
Eight years, four institutions, two degrees, two professional licenses and 35 countries. That was Patrick’s college education. Upon finishing his Master’s Degree in China, he realized it was time to take a short, month long, surf trip and then return home to where he was raised. He was glad he did that as he met his beautiful bride on a blind date only 2 days following his return. Patrick, Giovanna and their three children (4th due soon), currently reside in Yorba Linda. Patrick enjoys time with his family and they are the most important thing to him.
Many of the places he went were for formal education, but the life experiences during that time were just as important as the classes he was embarking on. Through those life experiences, Patrick was able to quickly elevate through management at several well know manufacturing companies, including TaylorMade Golf. Patrick was first licensed in the insurance industry in 2005 and prior to him starting at Kemp Financial Management, Patrick spent time as a Sales Consultant for Reliance Standard specializing in Employee Benefits.
Patrick thoroughly enjoys spending time with our clients in order to help plan for their financial future. Understanding each of our clients’ needs and being able to draw from the vast array of specialized knowledge, Patrick is able to help clients achieve what matters most to them in their lives.
When Patrick is not spending time with his family or working on the house, he enjoys being outdoors, surfing and golfing. Patrick feels that each day is a gift from God, and to make sure to live your dream.