Patrick Healy
Financial Advisor @Seamount Financial Group, Inc
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WORK HISTORY
Financial Advisor @Seamount Financial Group, Inc
Orange County, CA, US
EDUCATION
The University of Texas at Austin
Bachelor’s Degree, Economics
UC Irvine
Professional Education, Financial Planning
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: 71••••••90 Email: p••••••@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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