Patrick Healy
Financial Advisor @Seamount Financial Group, Inc
Newport Beach, CA, US
EMAILS
p••••••@seamountfinancial.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2022 — Present
Financial Advisor @Seamount Financial Group, Inc
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Newport Beach, CA, US
Patrick Healy, CFP®\'s boutique practice works with a select number of individuals and families, offering comprehensive investment and wealth management. He specializes in retirement transition and tax planning, employee stock options, and estate planning strategies.
EDUCATION
N/A
The University of Texas at Austin
BA
ABOUT PATRICK HEALY
After graduating from the University of Texas at Austin (BA, Economics), I spent 6 years…
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