Patrick O'Hara, Cfp® Email & Phone Number
@rewacker.com
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Who is Patrick O'Hara, Cfp®? Overview
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Patrick O'Hara, Cfp® is listed as Senior Wealth Advisor, EP Wealth Advisors at EP Wealth Advisors, a company with 138 employees, based in San Luis Obispo, California, United States. AeroLeads shows a work email signal at rewacker.com and a matched LinkedIn profile for Patrick O'Hara, Cfp®.
Patrick O'Hara, Cfp® previously worked as Senior Wealth Advisor at Ep Wealth Advisors. Patrick O'Hara, Cfp® holds Economics from Stanford University.
Email format at EP Wealth Advisors
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AeroLeads found 2 current-domain work email signals for Patrick O'Hara, Cfp®. Compare company email patterns before reaching out.
About Patrick O'Hara, Cfp®
Patrick directly manages client relationships, overseeing all aspects of their financial and investment plans. Before joining EP Wealth Advisors, Patrick held similar responsibilities as a Wacker Wealth Partners Wealth Advisor since 2006. He also spent 10 years as an advisor at Merrill Lynch in the South Bay before moving to San Luis Obispo.Along with a B.S. in Economics from Stanford University, Patrick holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation and has passed Level 1 of the Chartered Financial Analyst® (CFA®) program.Travel, golf, and playing the guitar and mandolin are among Patrick’s leisure pursuits. His close-knit family includes four adult children and three grandkids. He also has an interest in Retirement Coaching for clients and non-clients, which focuses on the non-financial aspects of retirement including mental, physical, social, and spiritual well-being.
Listed skills include Retirement Planning, Portfolio Management, and Asset Allocation.
Patrick O'Hara, Cfp®'s current company
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Patrick O'Hara, Cfp® work experience
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Senior Wealth AdvisorCONTACT: pohara@epwealth.com 805-541-1308WEBSITE: epwealth.com
Colleagues at EP Wealth Advisors
Other employees you can reach at epwealth.com. View company contacts for 138 employees →
Jobert Paz
Colleague at Ep Wealth Advisors
Duarte, California, United States, United States
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GT
Geniffer Takacs, Cfa
Colleague at Ep Wealth Advisors
Torrance, California, United States, United States
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RP
Ray Peebles
Colleague at Ep Wealth Advisors
Atlanta, Georgia, United States, United States
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KM
Kara Mcquillan, Ricp®
Colleague at Ep Wealth Advisors
Tacoma, Washington, United States, United States
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JO
Julie O’Rourke, Mba, Cfp®
Colleague at Ep Wealth Advisors
San Francisco Bay Area, United States
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SK
Stephen Knadle, Cfa
Colleague at Ep Wealth Advisors
Manhattan Beach, California, United States, United States
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MC
Mineko C. Murai
Colleague at Ep Wealth Advisors
Phoenix, Arizona, United States, United States
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LG
Linda Ginder, Cfp®, Ea, Cdfa®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
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LL
Lynette Lopez
Colleague at Ep Wealth Advisors
Huntington Beach, California, United States, United States
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EG
Emily Goodman, Cfp®
Colleague at Ep Wealth Advisors
Los Osos, California, United States, United States
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Patrick O'Hara, Cfp® education
Frequently asked questions about Patrick O'Hara, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick O'Hara, Cfp® work for?
Patrick O'Hara, Cfp® works for EP Wealth Advisors.
What is Patrick O'Hara, Cfp®'s role at EP Wealth Advisors?
Patrick O'Hara, Cfp® is listed as Senior Wealth Advisor, EP Wealth Advisors at EP Wealth Advisors.
What is Patrick O'Hara, Cfp®'s email address?
AeroLeads has found 2 work email signals at @rewacker.com for Patrick O'Hara, Cfp® at EP Wealth Advisors.
Where is Patrick O'Hara, Cfp® based?
Patrick O'Hara, Cfp® is based in San Luis Obispo, California, United States while working with EP Wealth Advisors.
What companies has Patrick O'Hara, Cfp® worked for?
Patrick O'Hara, Cfp® has worked for Ep Wealth Advisors.
Who are Patrick O'Hara, Cfp®'s colleagues at EP Wealth Advisors?
Patrick O'Hara, Cfp®'s colleagues at EP Wealth Advisors include Jobert Paz, Geniffer Takacs, Cfa, Ray Peebles, Kara Mcquillan, Ricp®, and Julie O’Rourke, Mba, Cfp®.
How can I contact Patrick O'Hara, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick O'Hara, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Patrick O'Hara, Cfp® attend?
Patrick O'Hara, Cfp® holds Economics from Stanford University.
What skills is Patrick O'Hara, Cfp® known for?
Patrick O'Hara, Cfp® is listed with skills including Retirement Planning, Portfolio Management, and Asset Allocation.
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