Background & Family Life
Patric and his wife have been married since 1994 and live in Huntington Beach, California. They have two wonderful sons, Justin and Ryan, who have since blossomed into successful software engineers. His oldest son recently got married, extending the family’s circle of love and connection.
Away from the world of finance and retirement planning, Patric finds his greatest joy in spending quality time with his family. Weekends often see them basking in the golden sands of Huntington Beach, creating cherished memories by the ocean. They share hearty laughter and delicious meals at family dinners, bonding over shared stories and dreams for the future. Patric’s love for sports shines through in his active life – whether it’s a spirited game of racquetball, an occasional tennis match, or his aspiration to master the art of pickleball when time permits.
“Patric’s passion for what he does is palpable. His career has been steeped in managing money and executing exit strategies, and the depth of his knowledge and professional became aspects of his role when he joined RPOA. His career is a testament to his unwavering commitment to helping individuals move into retirement safely, remain retired, and truly savor the fruits of their experience labor.”
– Ken Moraif
Business Philosophy
Derek Jeter once said, “There may be people that have more talent than you, but there’s no excuse for anyone to work harder than you do.” This principle deeply resonates with Patric, whose mission is to work tirelessly for his clients, guiding them towards the retirement they’ve always envisioned.
Patric firmly believes that every individual deserves the security of proper portfolio management and a well-thought-out market exit strategy as the cornerstones of their retirement plan. Patric’s philosophy is not about quick gains or risky ventures; it’s about having a plan to help safeguard his clients’ assets so they can have the peace of mind they deserve in their retirement years.
Patric is a staunch advocate of the Invest and Protect Strategy, recognizing its potential to shield his clients from the devastating impacts of bear markets, allowing them to enjoy life without fretting about financial turmoil that could keep them from staying retired.
For Patric, it’s always been about making an impact on people’s lives, and one such poignant moment came in 2018 when he helped a client battling cancer. The client was deeply concerned about his wife’s financial future in the face of his uncertain medical future, but Patric’s connection with RPOA and its protective strategy helped offer solace. In 2021, when the cancer returned, the client expressed gratitude for Patric’s guidance and the financial stability the strategy provided. Despite the client’s passing, his legacy endures as Patric continues to support his wife, who once worried about managing finances alone. Together, they update their retirement plan, work to plan for their special needs son and future generations, reaffirming Patric’s commitment and desire to making a lasting impact.
For Patric, retirement planning is not about the money; it’s about the personal satisfaction of helping people craft their retirement plan and live out their vision of a successful retirement.
Education
Pepperdine University, Bachelor of Science, Management: 1991
Arizona State University, MBA: 1998
Chartered Retirement Planning Counselor™
Prior Business Experience
2016 to present – Financial Advisor; Retirement Planners of America
2014-2016 – Advisor/Portfolio Manager- MAH Capital Management
2013-2014- Longboard Capital- Portfolio Manager- Longboard Capital
2007-2013- Vice President of Institutional Services- William O’Neil Company.
2003-2007-Sales Executive- CEI
1987-2003- Senior Sales Executive- PHH Financial