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Financial Advisor @Thrivent
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WORK HISTORY
Financial Advisor @Thrivent
San Luis Obispo, CA, US
Providing a holistic financial advice process for clients that aligns with their values and goals.
EDUCATION
California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS, Business Administration
ABOUT PETER PATAG
Most people have goals they want to accomplish but never \"find the time to get around to it\". People will hire a trainer or dietician because they know that the expertise and accountability provided by a professional gives them the best chance of achieving their health and fitness goals. In the same way, I help people step into the most ideal version of themselves through the expert financial advice and unwavering accountability my team and I provide. If you have ever thought to yourself.\"I should get my finances in order\" or \"I should take a look at what kind of retirement I am on track for\", I am here to help you take the next step towards achieving your financial goals.
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