AeroLeads people directory · profile
Patrick Chu, Cpa, Cfp® Email & Phone Number
Co-Founder and Wealth Advisor
at
marrick wealth
2 work emails found
@marrickwealth.com
2 phones found area 949
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and Wealth Advisor
Location
Irvine, California, United States
Company size
Who is Patrick Chu, Cpa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Chu, Cpa, Cfp® is listed as Co-Founder and Wealth Advisor at marrick wealth, a company with 3 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at marrickwealth.com, phone signal with area code 949, and a matched LinkedIn profile for Patrick Chu, Cpa, Cfp®.
Patrick Chu, Cpa, Cfp® previously worked as Co-Founder & Wealth Advisor at Marrick Wealth. Patrick Chu, Cpa, Cfp® holds Mba from Cornell University - S.C. Johnson Graduate School Of Management.
Company email context
Email format at marrick wealth
This section adds company-level context without repeating Patrick Chu, Cpa, Cfp®'s masked contact details.
{first}@marrickwealth.com
92% confidence
AeroLeads found 2 current-domain work email signals for Patrick Chu, Cpa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Patrick Chu, Cpa, Cfp®
I help doctors, business owners, and executives with key financial planning decisions and tax-smart investment management. *marrick wealth, LLC ("mw") is a registered investment advisor located in the State of California. mw provides investment advisory and related services for clients nationally. mw will maintain all applicable registration and licenses as required by the various states in which it conducts business. mw renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Listed skills include Financial Planning, Investments, Income Tax, Estate Planning, and 8 others.
Current workplace
Patrick Chu, Cpa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Marrick Wealth
2 roles
Patrick Chu, Cpa, Cfp® work experience
A career timeline built from the work history available for this profile.
Co-Founder & Wealth Advisor
Helping business owners, executives, and professionals strategically align their personal and financial goals. Specialties include: financial planning, investment management, income tax planning, executive benefits analysis, retirement and cash flow planning, estate plan analysis, and insurance planning.
4 education records
Patrick Chu, Cpa, Cfp® education
Bs, Business Administration, Finance Emphasis
Biological Sciences
Education record
FAQ
Frequently asked questions about Patrick Chu, Cpa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Patrick Chu, Cpa, Cfp® work for?
Patrick Chu, Cpa, Cfp® works for marrick wealth.
What is Patrick Chu, Cpa, Cfp®'s role at marrick wealth?
Patrick Chu, Cpa, Cfp® is listed as Co-Founder and Wealth Advisor at marrick wealth.
What is Patrick Chu, Cpa, Cfp®'s email address?
AeroLeads has found 2 work email signals at @marrickwealth.com for Patrick Chu, Cpa, Cfp® at marrick wealth.
What is Patrick Chu, Cpa, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 949 for Patrick Chu, Cpa, Cfp® at marrick wealth.
Where is Patrick Chu, Cpa, Cfp® based?
Patrick Chu, Cpa, Cfp® is based in Irvine, California, United States while working with marrick wealth.
What companies has Patrick Chu, Cpa, Cfp® worked for?
Patrick Chu, Cpa, Cfp® has worked for Marrick Wealth.
How can I contact Patrick Chu, Cpa, Cfp®?
You can use AeroLeads to view verified contact signals for Patrick Chu, Cpa, Cfp® at marrick wealth, including work email, phone, and LinkedIn data when available.
What schools did Patrick Chu, Cpa, Cfp® attend?
Patrick Chu, Cpa, Cfp® holds Mba from Cornell University - S.C. Johnson Graduate School Of Management.
What skills is Patrick Chu, Cpa, Cfp® known for?
Patrick Chu, Cpa, Cfp® is listed with skills including Financial Planning, Investments, Income Tax, Estate Planning, Insurance, Retirement, Financial Analysis, and Asset Management.
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