Patrick D. Powers, Cfa, Cpa/Pfs, Cfp Email & Phone Number

Patrick D. Powers, Cfa, Cpa/Pfs, Cfp is a Managing Director at BFSG, LLC.

• 

  Managing Director

  Bfsg, Llc

  Oct 1989 - Present - Irvine & Anaheim Hills, Ca

  Patrick D. Powers, CPA/PFS, CFA, CFP® – Mr. Powers is Co-Managing Director of BFSG, LLC and President of its wealth management division, BFS Wealth Management. Mr. Powers was formerly President and founder of Powers Capital Investments, Inc., which merged with BFSG, LLC on January 1, 2016. BFSG is a member of Focus Financial Partners, an international family of investment management firms. BFS Wealth Management manages investment portfolios for individuals, families, qualified plans… Show more Patrick D. Powers, CPA/PFS, CFA, CFP® – Mr. Powers is Co-Managing Director of BFSG, LLC and President of its wealth management division, BFS Wealth Management. Mr. Powers was formerly President and founder of Powers Capital Investments, Inc., which merged with BFSG, LLC on January 1, 2016. BFSG is a member of Focus Financial Partners, an international family of investment management firms. BFS Wealth Management manages investment portfolios for individuals, families, qualified plans, and charitable foundations. We also provide sophisticated financial and retirement planning services. We are fee only, registered investment advisors, fully embracing our fiduciary responsibility to our clients.Mr. Powers is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP), and a Certified Public Accountant (CPA/PFS). He began his career at KPMG in Minneapolis, Minnesota. He subsequently served as Controller for Unit Distribution (public warehousing and logistics); Corporate Controller for the Fortune 500 retail firm, Carter Hawley Hale Stores, Inc. (owner of The Broadway, Neiman Marcus, and WaldenBooks); Vice President - Finance for Security/Cal. Inc. (a chain of retail tire and brake stores); president and founder of a retail computer store; and Vice President and General Manager of Senelco, Inc. (specialized computers for the restaurant industry). Mr. Powers holds a Bachelor's Degree in Business Administration with a concentration in Accounting from California State University, Fullerton.Mr. Powers is a very active member of the Catholic Church. He is a Knight of the Collar of the Equestrian Order of the Holy Sepulchre of Jerusalem (serving as Vice Governor General), and is also a Knight of the Order of St. John of Jerusalem, Rhodes, and Malta (Knights of Malta). Show less