Patrick Dyas

About Patrick Dyas

The Foresight Wealth Management Group of Stifel provides answers and strategies to questions that business owners, executives, and families typically have:1) How can I minimize my tax bill to ensure I keep as much of my income as I can?2) How can I get access to additional capital to fund personal projects or continue growing my business?3) How can I build wealth in a tax efficient manner in order to reach my goals?4) What are income replacement strategies that allow me to continue the lifestyle I have become accustomed to?5) What can life look like and what are my blind spots after the sale of a business/retirement?The Foresight Wealth Management Group understands the unique situation of each client in order to create customized plans specific to their needs. This paired with our high-touch team service model allows us to focus on what matters most in our clients lives. As a team, we develop a personalized documented financial strategy, customized and individually tailored to address each client’s specific concerns and Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

1. Financial Advisor - Stifel

   Stifel Financial Corp.

   May 2022 — Present · Newport Beach, CA, US

Education

• Chino Hills High School

  High School Diploma